Bio

Jonathan M. McEvoy, CFP®, AIF®
// Read My Story // Email Me
(513) 389-2761

Jonathan M. McEvoy, CFP®, AIF®

Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood

Jon joined Johnson Investment Counsel in 2011. He is a Portfolio Manager and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, as well as the Accredited Investment Fiduciary (AIF®) designation. Before coming to the firm, he worked for Fidelity Investments building fixed-income portfolios for high net worth clients.

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Team Members

Tina A. Carpenter
Client Support Assistant
Antonio R. Ramsey
Portfolio Manager Assistant

Relevant Work Experience

Fidelity Investments

Education

Miami University, B.S. Marketing and Entrepreneurship

Community Involvement

Matthew 25: Ministries
Volunteer
JIC Community Involvement Team
Member
Cincinnati Vintage Baseball Club
Treasurer
Friends of the William Howard Taft Birthplace
Board Member (former)