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Joe Radigan

Joe Radigan

Principal and Senior Portfolio Manager at Johnson Investment Counsel at Johnson Investment Counsel Inc.

Cleveland, OH , United States

About

Joe Radigan is Principal, Senior Portfolio Manager, and Director of the Northeastern Ohio Market at Johnson Investment Counsel, based in Cleveland, Ohio. In this capacity, he leads portfolio construction and asset allocation strategies for high-net-worth clients, with oversight responsibilities that include both team leadership and direct investment management.

Joe's specific investment focus includes equities, fixed income, and multi-asset portfolios tailored to individual, family, and institutional needs within the Northeastern Ohio market. His expertise spans the management of diversified portfolios, with an emphasis on meeting complex client objectives through disciplined risk management and an in-depth understanding of market dynamics.

Before his current role, Joe was Managing Partner at Magis Wealth Planning and previously served as Portfolio Manager at Johnson Investment Counsel. He holds an MBA in Finance from the Weatherhead School of Management at Case Western Reserve University and a BA in Economics from Miami University. Joe is a CERTIFIED FINANCIAL PLANNER™ professional, recognized for his client-centric approach and thought leadership within the regional investment advisory industry.

Career History

OrganizationRoleDate RangeDetails
Johnson Investment CounselPrincipal and Senior Portfolio Manager at Johnson Investment CounselJul 2020 to Present
Johnson Investment CounselDirector of Northeastern Ohio Market; Portfolio ManagerJul 2017 to Jul 2020
Magis Wealth PlanningManaging PartnerApr 2016 to Jul 2017
Magis Wealth Planning is an independent, fee-only, comprehensive financial planning firm that specializes in retirement planning for recent retirees and busy professionals who are planning to retire w...
KeyBanc Capital MarketsVice President, Senior Equity Research AnalystOct 2006 to Mar 2016
Senior equity research analyst covering publically traded small and mid-cap diversified industrial companies. Created detailed financial models used to forecast quarterly revenue, earnings and cash f...
Kenamar Learning Corp.Vice PresidentJun 1998 to Sep 2006
A family owned and operated franchise business that was comprised of five Sylvan Learning Center locations and one Prometric Testing Center location in Northeast Ohio.
Ferguson EnterprisesSalesJul 1995 to May 1998
Wholesale plumbing and HVAC distributor

Education

Weatherhead School of Management at Case Western Reserve University

Master of Business Administration (MBA), Finance

2006 2007

Miami University

Bachelor of Arts (B.A.), Economics

1991 1995

Saint Ignatius High School

1988 1991

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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