Jonathan McEvoy

Jonathan McEvoy is Senior Portfolio Manager and Principal at Johnson Investment Counsel in Cincinnati, Ohio, where he leads portfolio management and strategic financial planning for clients. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary (AIF®) designations, reflecting his commitment to ethical standards and advanced investment expertise. Jonathan focuses on managing multi-asset portfolios, with particular emphasis on fixed income securities, retirement planning, and family office services, leveraging a disciplined, quality-yield approach to balance risk and return for high net worth individuals, businesses, and institutions.

McEvoy’s professional background includes serving as a Fixed Income Trader and Senior Portfolio Manager at Johnson Investment Counsel since 2011, where he transitioned from trading and constructing fixed income portfolios to holistic wealth management. Prior to joining Johnson, he was a Fixed Income Specialist at Fidelity Investments, building custom bond portfolios for high net worth clients.

Jonathan earned a B.S. in Marketing and Entrepreneurship from Miami University and also attended John Carroll University. He is recognized for his integrative approach to investment planning, combining asset management, estate and philanthropic strategies, and comprehensive financial solutions tailored to each client's needs. He is actively involved in community organizations and serves in leadership roles with local non-profits and professional groups.