Johnson Investment Counsel, Inc.

Michael Murphy is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. He previously worked at Putnam Investments from 2016 to 2024 and has been with Johnson Investment Counsel since 2024. Murphy also has a role at Ultimus Fund Distributors, LLC beginning in 2025. Johnson Investment Counsel serves a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process using quantitative equity analysis and fixed-income management, offering both customized discretionary mandates and automated advisory programs. It sponsors and advises its own mutual funds, acts as a sub-adviser for other managers, and integrates trust and administrative services within its enterprise structure.

Joseph Henderson is a CFP® professional with 18 years of industry experience. He has worked at Johnson Investment Counsel, Inc. since 2019 and previously spent ten years at Vintage Financial Services, LLC. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process combining quantitative equity analysis with fixed-income management and offers both customized discretionary mandates and automated advisory programs.

Alexander Wertz is a CFP® professional with seven years at Johnson Investment Counsel, Inc. in Cincinnati, OH, and a total of three years of industry experience. His prior roles include positions at Charles Schwab & Co. and Great American Insurance Company. Johnson Investment Counsel serves a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process combining multi-factor quantitative equity analysis with fixed-income management and offers both customized discretionary mandates and an automated advisory program.

Daniel Gusty is a CFP®-credentialed financial advisor with nine years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2016 and previously worked at PNC Investments. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process combining quantitative equity analysis and fixed-income management, offering customized discretionary mandates and automated advisory programs, while also sponsoring mutual funds and acting as a sub-adviser to other managers.

Andrew Kucia is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. He has been with the firm since 2014. Johnson Investment Counsel serves a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process combining quantitative equity analysis with fixed-income management and offers customized discretionary mandates alongside an automated advisory program.

Fred Brink is a CFP® and CFA® with 13 years of industry experience, currently serving at Johnson Investment Counsel, Inc. in Cincinnati, OH, where he has worked since 2008. Johnson Investment Counsel serves a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients, providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a team-based portfolio construction process combining quantitative equity analysis with fixed-income management and offers both customized mandates and automated advisory programs.

Simon Buchman is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, where he has worked since 2013. Johnson Investment Counsel serves individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients with services including discretionary portfolio management, financial planning, and pension consulting. The firm employs a team-based portfolio construction process combining quantitative equity analysis with fixed-income management and offers both customized discretionary mandates and an automated advisory program.

Brandon Plumb is a CFP® with five years of industry experience, currently advising at Johnson Investment Counsel, Inc. in Cincinnati, OH. His prior work includes roles at Key Investment Services and KeyBank, as well as a position at Ohio State University. Johnson Investment Counsel serves a broad client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management and financial planning through a team-based process that integrates quantitative equity strategies with fixed-income management, and it manages both customized mandates and an automated advisory program.

Charles Donovan is a financial advisor at Johnson Investment Counsel, Inc. with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Payden & Rygel, Neuberger Berman, and Natixis Global Associates. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process combining quantitative equity analysis with fixed-income management and offers a range of discretionary mandates alongside an automated advisory program.

Michael Leisring is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, Ohio. He has been with the firm since 1999. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process combining quantitative equity analysis with fixed-income management, and offers a range of investment approaches including discretionary mandates, automated advisory programs, and derivatives trading.

Christian Brandetsas is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 66 designation and with seven years of industry experience. He has worked at Johnson Investment Counsel since 2018 and previously held roles at Magis Wealth Planning, PNC Investments, and PNC Bank. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process that integrates quantitative equity strategies with fixed-income management and offers both customized discretionary mandates and automated advisory programs.

Sandra Himmelsbach is a CFP® professional with seven years of industry experience, currently serving at Johnson Investment Counsel, Inc. in Cincinnati, OH. She has been with Johnson Investment Counsel since 1999. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients, offering discretionary portfolio management, financial planning, and specialized advisory services. The firm employs a team-based portfolio construction process combining quantitative equity analysis with fixed-income management and supports both customized mandates and automated advisory programs.

David Christian is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 65 designation with six years of industry experience. He has been with Johnson Investment Counsel since 2016, with prior experience at Kroger Company. Johnson Investment Counsel serves a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process combining quantitative equity analysis with fixed-income management and offers a range of services such as discretionary portfolio management, financial planning, and pension consulting.

Michael Timm is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Columbus, OH. He has been with Johnson Investment Counsel since 2015. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process combining quantitative equity analysis with fixed-income management and offers a range of services such as discretionary portfolio management, financial planning, and pension consulting.

Maxwell Klett is a CFP® professional with two years of industry experience, currently advising at Johnson Investment Counsel, Inc. in Cincinnati, OH. His prior roles include positions at Merrill Lynch and Constellation Wealth Advisors, as well as experience at Procter & Gamble. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process combining multi-factor quantitative equity analysis with macro and micro fixed-income management, offering customized discretionary mandates and automated advisory programs.