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Charles Rinehart

Chief Investment Officer, Principal at Johnson Investment Counsel Inc.

Cincinnati, OH , United States

About

Charles E. Rinehart, CFA, CAIA, serves as the Chief Investment Officer and Principal at Johnson Investment Counsel in Cincinnati, Ohio. In this executive leadership role, he oversees the firm’s investment strategy, research, risk management, and portfolio construction for a broad client base that includes individuals, families, endowments, and institutions.

Rinehart directs Johnson Asset Management’s disciplined approach to multi-asset investing, focusing on high-quality equity and fixed income strategies with an emphasis on predictable cash flows and risk-adjusted results. He frequently works with specialized sectors such as retirement plans, corporate investment portfolios, and family offices, drawing on deep expertise in asset allocation, public securities, and alternative investments.

Having joined Johnson as a University of Cincinnati co-op student in 2007, Charles rose through roles including Portfolio Manager and Managing Director before becoming CIO. He holds a B.B.A. in Finance and Business Economics from the University of Cincinnati and is an active member of the CFA Institute and CAIA Association. His leadership is recognized in the Cincinnati business community, and he is known for developing customized strategies that integrate tax, estate, and philanthropic planning for clients.

Career History

OrganizationRoleDate RangeDetails
Johnson Investment CounselChief Investment Officer, PrincipalMar 2022 to Present
Johnson Investment CounselManaging Director, PrincipalJan 2019 to Mar 2022
Johnson Investment CounselPortfolio Manager, PrincipalMay 2017 to Jan 2019
Johnson Investment CounselPortfolio ManagerMar 2015 to May 2017
Johnson Investment CounselAssociate Portfolio ManagerFeb 2013 to Mar 2015
Johnson Investment CounselPortfolio Manager AssistantJun 2010 to Feb 2013
Johnson Investment CounselPortfolio Management Co-opMar 2007 to Jun 2010

Education

University of Cincinnati

Bachelor of Business Administration (B.B.A.), Finance, Business Economics, Entrepreneurship and Family Business

2005 2010

Skills & Expertise

Investments
Bloomberg
Portfolio Management
Financial Analysis
Asset Management
Valuation
Financial Modeling
Microsoft Excel
PowerPoint
Microsoft Office
Data Analysis
Morningstar
Asset Allocation
Fixed Income
Sales
Management

Others at Johnson Investment Counsel Inc. (33)

NameRoleLocation
B
Brandon Plumb
Portfolio ManagerCleveland, OH , United States
Christian Brandetsas
Christian Brandetsas
Portfolio ManagerCleveland, OH , United States
Christopher Godby
Christopher Godby
Senior Equity Research AnalystCincinnati, OH , United States
Christopher Tschieder
Christopher Tschieder
Senior Portfolio Manager, PrincipalCincinnati, OH , United States
Dan Barnett
Dan Barnett
Senior Portfolio Manager, PrincipalCincinnati, OH , United States
Eric Bachus
Eric Bachus
Portfolio ManagerCincinnati, OH , United States
George Wong
George Wong
Associate Portfolio ManagerUnion, KY , United States
J
Jarett Levitsky
Portfolio ManagerCincinnati, OH , United States
J
Jeff Cornell
Principal, Portfolio ManagerCincinnati, OH , United States
Jim Berendt
Jim Berendt
Portfolio ManagerCincinnati, OH , United States
Showing 1-10 of 33 team members

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