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Jim Witte
Portfolio Manager and Principal at Johnson Investment Counsel Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Johnson Investment Counsel | Portfolio Manager and Principal | Feb 2000 to Present | — |
| Alzheimer's Association Greater Cincinnati Chapter | Board Member | Jan 2004 to Jan 2013 | — |
| First Merchant Bank | Vice President Personal Trust | Unknown to Dec 1999 | — |
| First National Bank Cincinnati | Trust Associate | Jan 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
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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