Meet the Johnson Investment Counsel Team

M. Jay Wertz, CAP®, CFP®

Senior Portfolio Manager, Principal

Wealth Management Services, Cincinnati - Kenwood

Jay joined Johnson Investment Counsel in 1998. He is a Senior Portfolio Manager with Johnson Wealth Management and holds the Chartered Advisor in Philanthropy (CAP®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. He is also a shareholder of the firm. Prior to joining the firm, Jay was a Trust Officer at a national bank.

Team Members

Education

University of Cincinnati, B.B.A. Finance & Marketing

Community Involvement

Society of St. Vincent de Paul
Advisory Board
Relationship Building Committee
Board of Trustees (former)
Elder High School
Investment Committee (former)
Steering Committee, Advancing Our Legacy Member (former)
Board of Trustees, Vice-Chair (former)

Highlights & Recognition

Quoted in the New York Times and Wall Street Journal