Bio
Michael S. Jordan, CFA, CFP®
Managing Director, Principal
Management Team, Family Office Services, Cincinnati - Kenwood
Michael became a part of Johnson Investment Counsel in 2000. He is a Managing Director within Johnson Family Office Services in Cincinnati, Ohio, and is also a shareholder of the firm. He holds the Chartered Financial Analyst® (CFA®) designation and CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Prior to joining the firm, he worked at Fifth Third Bank as a Mutual Fund Accountant.
Team Members
Donald R. W. Ennis, CFP®
Portfolio Manager AssistantDeanna M. Richter
Client Support AssistantRelevant Work Experience
Fifth Third Bank, Mutual Fund Accountant
Education
University of Cincinnati, M.B.A. Finance
Ohio University, B.A. Finance
Community Involvement
PLAN of Southwest Ohio
Board of Directors
Finance Committee
Mercantile Library
Board of Directors (former)
Memberships
CFA Society Cincinnati (former)