Christian Brandetsas
Portfolio Manager at Johnson Investment Counsel Inc.
About
Christian J. Brandetsas, CFP®, is a Portfolio Manager at Johnson Investment Counsel in Cleveland, Ohio. In his current role, he develops and manages investment strategies for high-net-worth individuals, focusing on comprehensive portfolio construction and retirement planning. Christian specializes in advanced retirement strategies, including Mega Backdoor Roth conversions, and frequently contributes educational insights on maximizing tax efficiency for affluent clients.
His investment coverage emphasizes personalized retirement planning and tax-advantaged investment vehicles, particularly for high-earning professionals seeking sophisticated wealth accumulation solutions. Christian leverages expertise in retirement accounts, Roth strategies, and diversified portfolio management to help clients navigate complex financial decisions.
Christian joined Johnson Investment Counsel in 2017, advancing from Portfolio Manager Assistant to Associate Portfolio Manager before his current position. He holds a Bachelor’s Degree in Business Administration and Management from John Carroll University, and is recognized as a Certified Financial Planner (CFP®). His background includes experience at Magis Wealth Planning prior to joining Johnson, further demonstrating his commitment to the investment advisory profession and client-focused financial guidance.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Johnson Investment Counsel | Portfolio Manager | Mar 2024 to Present | — |
| Johnson Investment Counsel | Associate Portfolio Manager | Feb 2020 to Mar 2024 | — |
| Johnson Investment Counsel | Portfolio Manager Assistant | Jul 2017 to Feb 2020 | — |
| Magis Wealth Planning | Associate Advisor | Mar 2017 to Jul 2017 | — |
| PNC | ACCEL Retail Bank Development Program Associate | Jun 2016 to Mar 2017 | — |
| John Carroll University | Senior Resident Assistant | Aug 2015 to May 2016 | -Oversee one of eight residence halls on campus that serves over 230 residents. -Serve as an intermediary between six Resident Assistants staff members and supervisor. -Respond to and support Resident... |
| John Carroll University | Resident Assistant | Mar 2014 to Aug 2015 | -Oversee a floor of 38 residents to enhance living experience by creating a healthy living community. -Budget $150 to create, plan, and implement eight programs to promote self-awareness, responsible ... |
| Open Doors Academy | Finance Assistant Intern | May 2015 to May 2016 | -Assist the Chief Financial Officer with nonprofit financial data and analysis. -Allocate funds to over 150 different accounts to make a budget for the 2015-2016 fiscal year. -Audit one bank statement... |
| Swagelok | Finance Intern | May 2014 to Aug 2014 | -Created an analysis to capture electric usage at 20 site locations by measuring price per kWh for supervisor to evaluate where to cut costs. -Produced a cash flow projection converting over $4,000,00... |
| Cleveland Clinic | Data Analyst Intern | May 2013 to Aug 2013 | -Maintained and produced a wide variety of reports in the Revenue Cycle Management Department. -Verified 50 patient type changes daily to ensure correct discharge information. -Improved data and stati... |
| John Carroll University | Student Caller | Jan 2013 to May 2013 | -Generated $856 in donations with a 42% conversion rate of contacts to pledges by cold calling alumni and current parents of John Carroll University. |
Education
John Carroll University
Bachelor’s Degree, Business Administration and Management, General
2013 — 2016
Ohio State University-Newark Campus
None
2012 — 2012
Notre Dame Cathedral Latin
Diploma
2008 — 2012
Others at Johnson Investment Counsel Inc. (33)
| Name | Role | Location |
|---|---|---|
B Brandon Plumb | Portfolio Manager | Cleveland, OH , United States |
C Charles Rinehart | Chief Investment Officer, Principal | Cincinnati, 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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