Bio

Simon T. Buchman, CFP®
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(513) 389-2761

Simon T. Buchman, CFP®

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

Simon joined Johnson Investment Counsel in 2013 and is a Senior Portfolio Manager. He is a shareholder of the firm and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Before coming to the firm, Simon worked at Fidelity Investments.

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Team Members

Joseph P. Carlo, CFP®
Associate Portfolio Manager
Maxwell D. Klett, CFP®
Associate Portfolio Manager
Julie S. Ackerman
Client Support Assistant
Karen S. Byrd
Client Support Assistant

Relevant Work Experience

Fidelity Investments

Education

Xavier University, M.B.A., Finance
University of Toledo, B.B.A. Finance

Community Involvement

ProSeniors
Board of Trustees
Finance Committee
Stepping Stones
Finance Committee
LaSalle High School
Advancement Advisory Board (former)
LaSallian Scholars Program (former)