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About
Michael S. Jordan, CFA, CFP®, is a Managing Director and Principal at Johnson Investment Counsel in Cincinnati, Ohio, where he has served since 2000. In this capacity, he provides comprehensive portfolio management and family office services focused on building trust and custom financial solutions for clients. He plays a key leadership role in the firm's Cincinnati office and is also a shareholder.
Jordan's investment expertise spans key asset classes, including high-quality fixed income and large-cap equity securities, with a focus on delivering tailored strategies for individuals, families, and institutions. He partners closely with the firm's in-house research team to balance risk and return, emphasizing strategic and tactical asset allocation, estate planning, tax efficiency, and philanthropic guidance.
His career began at Fifth Third Bank as a mutual fund accountant prior to joining Johnson Investment Counsel. Michael holds a Master of Business Administration (Finance) from the University of Cincinnati and a Bachelor of Arts in Finance from Ohio University, and maintains active CFA and CFP credentials. He is engaged in the Cincinnati financial community through board service for organizations such as PLAN of Southwest Ohio and the Mercantile Library.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Johnson Investment Counsel | Portfolio Manager | Jul 2000 to Present | — |
Education
University of Cincinnati
Master Of Business Administration
1999 — 2000
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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