About
Jim Berendt is a Portfolio Manager at Johnson Investment Counsel in Cincinnati, Ohio, serving in this role since 1989. He is responsible for portfolio management and investment oversight, working to meet the financial objectives of his clients with a longstanding focus on disciplined asset allocation and risk management.
He is recognized for his expertise in managing diverse investment portfolios across traditional asset classes including equities and fixed income, drawing on decades of industry experience. His professional credentials include both the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations, reflecting a strong foundation in both investment analysis and financial reporting.
Throughout his career at Johnson Investment Counsel, Jim Berendt has played a significant role in the firm's sustained growth and commitment to client service. His longevity and professional certifications highlight his deep expertise and distinguished contributions to the investment management field.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Johnson Investment Counsel | Portfolio Manager | Jan 1989 to Present | Johnson Investment Counsel has steadily grown to become Ohio’s largest independent wealth management firm, currently serving clients in 45 states. As a fee-only wealth management firm, we proudly emb... |
Skills & Expertise
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 |
 | 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 |
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