Jay Wertz

Jay Wertz is a Senior Portfolio Manager and Principal at Johnson Wealth Management, part of Johnson Investment Counsel, where employment has spanned from January 1998 to the present. Johnson Investment Counsel is recognized as one of the largest independent wealth management firms in the United States, managing assets for clients across 49 states and offering a comprehensive range of fee-only wealth management services. Prior to this, Jay Wertz served as a Trust Officer at U.S. Bank from September 1991 to December 1997, overseeing trust services for a diverse client base. Educational qualifications include a Chartered Advisor in Philanthropy from The American College of Financial Services, a CFP in Financial Planning and Services from the College for Financial Planning, and a Bachelor's degree in Finance from the University of Cincinnati.