Dan Barnett

Dan Barnett, CFA, is a Senior Portfolio Manager and Principal at Johnson Investment Counsel, based in Cincinnati, OH. In this role, he is responsible for managing client portfolios and providing strategic investment advice, with a focus on customized wealth management solutions for high-net-worth individuals, families, foundations, and institutional clients. He is also actively involved in investment committees and helps develop tailored financial strategies that incorporate tax, trust, and estate planning considerations.

Barnett specializes in portfolio management across multiple asset classes, including equities, fixed income, and alternative investments, employing a disciplined, risk-conscious approach designed to achieve superior risk-adjusted results for clients. He emphasizes high-quality, predictable cash flow securities and is recognized for his intellectual rigor and constructive challenge of investment assumptions, enhancing portfolio outcomes through thorough analysis and intellectual curiosity.

Dan Barnett joined Johnson Investment Counsel in 2010 and has held progressive roles from Portfolio Manager Assistant to Senior Portfolio Manager and Principal. He holds an MBA in Finance from the University of Cincinnati Carl H. Lindner College of Business and a BBA in Finance from The University of Toledo. Barnett is a Chartered Financial Analyst (CFA) charterholder and an active member of the CFA Institute and CFA Society Cincinnati, and he contributes to community organizations through advisory and board roles.