George Wong

George Wong, CFA, is an Associate Portfolio Manager at Johnson Investment Counsel based in Union, KY, where he has been a valued member of the team since 2008. In his current role, he is responsible for portfolio management and investment strategy, supporting client objectives across a range of asset classes and providing tailored investment solutions for families and institutional clients. His expertise is especially leveraged within the firm’s Family Office Services group in the Cincinnati - Kenwood office, where he contributes to comprehensive wealth management offerings, including investment strategies, financial planning, and estate solutions.

With more than three decades of investment experience, George previously served as Senior Portfolio Manager at First Financial Bank and as Portfolio Manager at PNC, providing him with deep insight into fixed income, equities, and multi-asset portfolio construction. His background encompasses hands-on portfolio management for both private and institutional clients, emphasizing risk management and long-term growth.

George earned his degree in Accounting from Purdue University and is a Chartered Financial Analyst® (CFA®) charterholder. His sustained commitment to professional excellence and client service has distinguished him as a trusted investment advisor, with a particular focus on diversified portfolios, retirement strategies, and comprehensive wealth advisory solutions.