Joseph White

Joseph White is an Associate Portfolio Manager at Johnson Investment Counsel, based in Dayton, OH, where he has served in progressive investment management roles since 2018. In his current position, Joseph is responsible for constructing and overseeing tailored multi-asset portfolios, balancing risk and return in line with each client's unique objectives and circumstances. He works closely with clients to provide comprehensive financial planning, including retirement, estate, and tax strategy, leveraging both his investment expertise and planning credentials.

Joseph holds the Chartered Financial Analyst® (CFA®), CERTIFIED FINANCIAL PLANNER™ (CFP®), and Certified Divorce Financial Analyst® (CDFA®) designations, reflecting deep technical proficiency and commitment to rigorous industry standards. His investment management focus spans equities, fixed income securities, mutual funds, and ETFs, with experience in strategic asset allocation across sectors such as technology, consumer staples, and healthcare. He specializes in working with high-net-worth individuals, recently divorced clients, and families, offering expertise in portfolio construction, risk management, and financial transitions post-divorce.

His career began as an equity research intern at Buckingham Financial Group, followed by roles as Portfolio Manager Assistant and now Associate Portfolio Manager at Johnson Investment Counsel. Joseph holds both a Master of Science in Accountancy and a Bachelor of Science in Accounting and Finance from Wright State University. He is also involved in professional and community organizations, such as the Catholic Foundation of Ohio and the Columbus CFA Society, and actively contributes to financial literacy and charitable planning initiatives.