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Patrick Foy
Associate Portfolio Manager at Johnson Investment Counsel Inc.
About
Patrick Foy is an Associate Portfolio Manager at Johnson Investment Counsel, based in Columbus, OH. In this role, he is responsible for managing client portfolios, developing tailored investment strategies, and supporting the firm’s wealth management objectives. He works directly with clients across retirement planning, investment management, financial planning, estate planning, and trust services, with a particular focus on personalized asset allocation and risk minimization.
Patrick specializes in public market investments, with expertise spanning equities, fixed income, and multi-asset portfolios within the context of high-net-worth individuals and families. He is involved in creating investment plans that incorporate sector analysis and diversified asset classes to meet client objectives, placing emphasis on long-term value and fiduciary responsibility.
Prior to his current role, Patrick served as Portfolio Manager Assistant at Johnson Investment Counsel for nearly five years, and previously worked as an Associate at JPMorgan Chase & Co., where he gained valuable experience in client onboarding and financial services. He holds a Bachelor of Science in Business Administration with a concentration in Finance and International Business from the University of Dayton. Patrick is a Certified Financial Planner (CFP®) and is recognized for his analytical capabilities and commitment to client-centered investment solutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Johnson Investment Counsel | Associate Portfolio Manager | Mar 2024 to Present | — |
| Johnson Investment Counsel | Portfolio Manager Assistant | May 2019 to Mar 2024 | — |
| JPMorgan Chase & Co. | Associate | Sep 2017 to Apr 2019 | — |
| U.S. Bank | Analyst | Aug 2016 to Sep 2017 | — |
| Tri-State Plan Administration, Inc. | Intern | May 2015 to Aug 2015 | — |
Education
University of Dayton
Bachelor of Science, Business Administration; Finance and International Business - Investment Management Concentration
2012 — 2016
St. Xavier High School
2008 — 2012
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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