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Joe Radigan
Principal and Senior Portfolio Manager at Johnson Investment Counsel at Johnson Investment Counsel Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Johnson Investment Counsel | Principal and Senior Portfolio Manager at Johnson Investment Counsel | Jul 2020 to Present | — |
| Johnson Investment Counsel | Director of Northeastern Ohio Market; Portfolio Manager | Jul 2017 to Jul 2020 | — |
| Magis Wealth Planning | Managing Partner | Apr 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 Markets | Vice President, Senior Equity Research Analyst | Oct 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 President | Jun 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 Enterprises | Sales | Jul 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)
| 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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