Joel Siefert

Portfolio Manager-Aktien bei

Johnson Investment Counsel, Inc.

Finance

Consumer Services

Profil

Mr. Joel D.
Siefert, CFA MBA, is a Senior Portfolio Manager & Principal at Johnson Investment Counsel, Inc. He joined the firm in 2011 and is also a shareholder of the firm.
Prior to joining the firm, Mr. Siefert worked for KeyBank as a Senior Portfolio Manager.
He received his B.B.A. in Finance and M.B.A. in Finance from the University of Toledo.
He holds the Chartered Financial Analyst (CFA) designation.

Aktive Positionen von Joel Siefert

Unternehmen	Position	Beginn
Johnson Investment Counsel, Inc. Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson builds investment portfolios designed to perform well in all market environments. The firm focuses on both investment grade fixed income and domestic equity securities. Equity strategies are bottom-up oriented driven by a proven multi-factor quantitative approach to company analysis. Fixed income blends together a macro and micro strategy, focusing on quality yield and emphasizing appropriate maturities.	Portfolio Manager-Aktien	01.04.2011

Alle aktiven Positionen von Joel Siefert

Ehemalige bekannte Positionen von Joel Siefert

Unternehmen	Position	Ende
KeyBank NA (Cleveland, Ohio) KeyBank NA (Cleveland, Ohio) Major BanksFinance Provides banking services	Corporate Officer/Principal	31.03.2011

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Ausbildung von Joel Siefert

Erfahrungen
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Private Unternehmen

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Beziehungen

Beziehungen ersten Grades

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Unternehmensverbindungen

Private Unternehmen	3
Johnson Investment Counsel, Inc. Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson builds investment portfolios designed to perform well in all market environments. The firm focuses on both investment grade fixed income and domestic equity securities. Equity strategies are bottom-up oriented driven by a proven multi-factor quantitative approach to company analysis. Fixed income blends together a macro and micro strategy, focusing on quality yield and emphasizing appropriate maturities.	Finance
University of Toledo (Ohio) University of Toledo (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
KeyBank NA (Cleveland, Ohio) KeyBank NA (Cleveland, Ohio) Major BanksFinance Provides banking services	Finance