About
Brandon Plumb, CFA, CFP®, is a Portfolio Manager at Johnson Investment Counsel, working out of Cleveland, OH, where he specializes in managing investment portfolios for clients within the Family Office Services division. His key responsibilities include overseeing diversified allocations, conducting fundamental research, and implementing investment strategies aimed at delivering long-term financial security and peace of mind for high-net-worth families and philanthropic entities.
Brandon's investment approach focuses on quality businesses with strong competitive positioning and resilience across market cycles, emphasizing U.S. equities and customized multi-asset portfolios, including equities, fixed income, and alternative investments based on client needs. He also provides comprehensive financial planning advice covering sectors relevant to individual and family office portfolios, such as retirement, estate planning, and charitable giving.
He began his career at Johnson Investment Counsel in 2019 as a Portfolio Manager Assistant, rising through the ranks as Associate Portfolio Manager before his promotion to Portfolio Manager in March 2025. Brandon holds a Bachelor of Business Administration in Finance from The Ohio State University and is recognized for his commitment to disciplined investment practices and customized client solutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Johnson Investment Counsel | Portfolio Manager | Mar 2025 to Present | Johnson Investment Counsel is one of the nation’s largest independent wealth management firms, managing assets for clients in 49 states. Johnson Investment Counsel is an employee-owned firm, offering ... |
| Johnson Investment Counsel | Associate Portfolio Manager | Mar 2023 to Mar 2025 | — |
| Johnson Investment Counsel | Portfolio Manager Assistant | Jul 2019 to Mar 2023 | — |
| KeyBank | Licensed Relationship Manager | Jul 2018 to Jun 2019 | — |
Education
The Ohio State University
Bachelor of Business Administration - BBA, Finance
2015 — 2018
Others at Johnson Investment Counsel Inc. (33)
| Name | Role | Location |
|---|---|---|
C Charles Rinehart | Chief Investment Officer, Principal | Cincinnati, OH , United States |
 | Portfolio Manager | Cleveland, OH , United States |
 | Senior Equity Research Analyst | Cincinnati, OH , United States |
 | Senior Portfolio Manager, Principal | Cincinnati, OH , United States |
 | Senior Portfolio Manager, Principal | Cincinnati, OH , United States |
 | Portfolio Manager | Cincinnati, OH , United States |
 | Associate Portfolio Manager | Union, KY , United States |
J Jarett Levitsky | Portfolio Manager | Cincinnati, OH , United States |
J Jeff Cornell | Principal, Portfolio Manager | Cincinnati, OH , United States |
 | Portfolio Manager | Cincinnati, OH , United States |
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