Sharon Tallman

Sharon G. Tallman, CFP®, most recently served as Senior Portfolio Manager and Principal at Johnson Investment Counsel in Cincinnati, Ohio, from 2007 until her retirement in 2025. In this role, she provided comprehensive wealth management and investment advisory services, focusing on high-net-worth individuals and families, and was recognized for her exemplary client service and ability to deliver tailored financial solutions.

Throughout her career, Sharon specialized in diversified portfolio management with a focus on equities, fixed income, and integrated wealth strategies for private clients, estates, and charitable organizations. She played a key role in managing multi-generational wealth, facilitating business transitions, and implementing estate and tax mitigation strategies on behalf of her clients.

Sharon's prior experience includes serving as Vice President and Portfolio Manager at PNC Wealth Management and as a Portfolio Manager at Fifth Third Bank, further deepening her expertise in investment management for individuals and families. She holds a degree from Xavier University in Communication and Media Studies, and is a CERTIFIED FINANCIAL PLANNER™ professional, reflecting her strong commitment to high standards in financial planning and portfolio oversight.