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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Johnson Investment Counsel | Portfolio Manager | Mar 2024 to Present | — |
| Johnson Investment Counsel | Associate Portfolio Manager | Mar 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 Counsel | Portfolio Manager Assistant | Jun 2018 to Mar 2022 | — |
| Johnson Investment Counsel | Portfolio Management Intern | Jan 2015 to Aug 2017 | — |
| GE Aviation | Financial Planning and Analysis Intern | May 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 Insurance | Product Development and Compliance Intern | Mar 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)
| Name | Role | Location |
|---|---|---|
B Brandon Plumb | Portfolio Manager | Cleveland, OH , United States |
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 | |
| 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 |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
B Bobby Blue | Vice President, Portfolio Construction | Fund Evaluation Group, LLC | Cincinnati, OH , United States |
B Brian Hooper | Research Analyst | Fund Evaluation Group, LLC | Fairborn, OH , United States |
| Client Portfolio Manager | Fort Washington Investment Advisors Inc. /oh/ | Cincinnati, OH , United States | |
| Portfolio Manager | Fort Washington Investment Advisors Inc. /oh/ | Cincinnati, OH , United States | |
| Sr. Portfolio Manager | Mai Capital Management | Cincinnati, OH , United States | |
| Portfolio Manager, Director | Mai Capital Management | Boston, MA , United States |