Johnson Investment Counsel
Dan Barnett, CFA has a diverse work experience spanning several companies. Dan began their career at Morgan Stanley in 2004 as a Financial Advisor. Later, they worked as an Accounting Analyst and Business Analyst at CGI from 2005 to 2008. In 2009, they joined Duro Bag Manufacturing Company as a Planning and Business Development Analyst. Since 2010, they have been working at Johnson Investment Counsel, starting as a Portfolio Manager Assistant and progressing to Associate Portfolio Manager and then Portfolio Manager. Currently, they hold the position of Senior Portfolio Manager and Principal at the same company.
Dan Barnett, CFA holds an MBA in Finance from the University of Cincinnati Carl H. Lindner College of Business, obtained in 2009. Prior to this, they completed their BBA in Finance at The University of Toledo, graduating in 2004. Dan is also a Chartered Financial Analyst.
Johnson Investment Counsel
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Johnson Investment Counsel is one of the nation's largest independent RIAs, currently serving clients in 49 states. As a fee-only wealth management firm, we proudly embrace our fiduciary duty to our clients—meaning we have a legal obligation to put your interests above our own. Through Johnson Private Client Group, Johnson Trust Company, and Johnson Asset Management, we serve individuals, corporations, retirement plans, foundations, and endowments. Johnson Investment Counsel, Inc. was founded in 1965 under the principle that clients are our top priority. Our dedication to service stems from our passion to provide sophisticated solutions to our clients, partnering with them to develop long-lasting relationships that span generations. As an independent company, the owners of our firm are also employees. Instead of focusing on the expectations of external shareholders, you are working with people who have a vested interest in your success.