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JW

Jim Witte

Portfolio Manager and Principal at Johnson Investment Counsel Inc.

Cincinnati, OH , United States

About

Jim Witte is a Portfolio Manager and Principal at Johnson Investment Counsel in Cincinnati, Ohio, where he has been part of the firm's leadership since 2000. He specializes in managing equity portfolios, leveraging decades of experience in investment strategy and portfolio construction. His key responsibilities include developing and executing investment strategies, overseeing client relationships, and contributing to the strategic direction of the firm.

Witte's expertise is rooted in public equities and broad investment management, with a focus on constructing diversified portfolios for high-net-worth individuals and institutional clients. While at Johnson Investment Counsel, he has been instrumental in delivering consistent investment results by emphasizing disciplined research and risk management. Prior to joining the firm, he served as Vice President of Personal Trust at First Merchant Bank, deepening his knowledge of trust management and personal wealth advisory.

A graduate of Xavier University with an MBA in Finance, and Miami University with a BS in Business Finance, Jim brings a strong academic foundation to his investment work. His industry leadership includes serving on the board of the Alzheimer's Association Greater Cincinnati Chapter (2004–2013), reflecting his commitment to community service alongside his professional achievements in the investment sector.

Career History

OrganizationRoleDate RangeDetails
Johnson Investment CounselPortfolio Manager and PrincipalFeb 2000 to Present
Alzheimer's Association Greater Cincinnati ChapterBoard MemberJan 2004 to Jan 2013
First Merchant BankVice President Personal TrustUnknown to Dec 1999
First National Bank CincinnatiTrust AssociateJan 1977 to Jan 1980

Education

Xavier University

Master Of Business Administration, Finance

1978 1980

Miami University

Bachelor Of Science, Business Finance

1973 1977

Skills & Expertise

Strategic Financial Planning
Estate Planning
Asset Managment
Investments
Financial Analysis
Portfolio Management
Equities
Financial Modeling
Risk Management
Asset Allocation
Financial Reporting

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
Eric Bachus
Eric Bachus
Portfolio ManagerCincinnati, 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
Showing 1-10 of 33 team members

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