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Eric Bachus

Eric Bachus

Portfolio Manager at Johnson Investment Counsel Inc.

Cincinnati, OH , United States

About

Eric J. Bachus, CFA, serves as a Portfolio Manager at Johnson Investment Counsel in Cincinnati, Ohio, one of the nation's largest independent wealth management firms. In his current role, he is responsible for designing and managing investment portfolios for high-net-worth individuals and families, with a specialization in Family Office Services. His responsibilities include crafting customized investment strategies, asset allocation, and providing holistic financial guidance covering retirement planning, estate planning, and trust services.

Bachus' investment expertise encompasses a broad range of asset classes, focusing on equities, fixed income, and multi-asset strategies for affluent clients and family offices. His experience at Johnson Investment Counsel has included prior roles as Associate Portfolio Manager and Portfolio Manager Assistant, where he gained a strong foundation in portfolio construction, securities analysis, and client advisory beginning in 2018.

He holds a Bachelor of Business Administration in Finance and Accounting from the University of Cincinnati and possesses the Chartered Financial Analyst® (CFA®) designation. Recognized for his analytical rigor and client-centered approach, Bachus contributes to the firm's mission of delivering sophisticated wealth management and long-term prosperity for its clients.

Career History

OrganizationRoleDate RangeDetails
Johnson Investment CounselPortfolio ManagerMar 2024 to Present
Johnson Investment CounselAssociate Portfolio ManagerMar 2022 to Mar 2024
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 CounselPortfolio Manager AssistantJun 2018 to Mar 2022
Johnson Investment CounselPortfolio Management InternJan 2015 to Aug 2017
GE AviationFinancial Planning and Analysis InternMay 2016 to Aug 2016
• Created robust reporting tools to analyze $350 million in revenue, $1 billion in backlog and $300 million in orders for 17 operational sites across the world • Worked with 11 different sites to defi...
Great American InsuranceProduct Development and Compliance InternMar 2014 to Dec 2014
• Complied with state laws through online software called CODE by sending relevant information to each Business Unit • Worked on projects with Multi-Line Support team to enable compliance with interna...

Education

University of Cincinnati

Bachelor of Business Administration (BBA), Finance and Accounting

2013 2018

LaSalle High School

2009 2013

Others at Johnson Investment Counsel Inc. (33)

NameRoleLocation
B
Brandon Plumb
Portfolio ManagerCleveland, OH , United States
C
Charles Rinehart
Chief Investment Officer, PrincipalCincinnati, 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
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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