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About
Joel Siefert, CFA, MBA, is a Senior Portfolio Manager and Principal at Johnson Investment Counsel, Ohio’s largest independent wealth management firm, based in Dayton. In this role, he manages investment portfolios across a range of asset classes, providing personalized wealth management and financial planning solutions to high-net-worth individuals and families.
Siefert specializes in wealth management and asset allocation, focusing on equities, fixed income, and multi-asset strategies tailored to client-specific goals. As part of the Dayton team, he leverages Johnson’s sophisticated investment approach to deliver customized strategies encompassing retirement, estate, and trust planning.
Before joining Johnson Investment Counsel in 2011, Siefert held senior portfolio management and executive roles at KeyCorp for over a decade. He holds an MBA and BBA in Finance from The University of Toledo, has earned the CFA designation, and is recognized for delivering disciplined investment management and trusted financial guidance.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Johnson Investment Counsel | Portfolio Manager | Apr 2011 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... |
| KeyCorp | Senior Vice President and Senior Portfolio Manager | Aug 2000 to Apr 2011 | — |
Education
The University of Toledo
BBA, Finance
1990 — 1997
The University of Toledo
MBA, Finance
1990 — 1997
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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