Johnson Investment Counsel
Joe Carlo serves as an Associate Portfolio Manager at Johnson Investment Counsel since May 2018, contributing to one of Ohio’s largest independent wealth management firms focused on fiduciary client service. Previously, Joe held roles in various organizations, including Business Manager at concert:nova and Development Associate at Cincinnati Opera, both from August 2014 to August 2017. Additionally, Joe was a Production Coordinator at the Vocal Arts Ensemble of Cincinnati from September 2013 to June 2015, and gained early experience as a Quality Assurance professional and Project Manager at WayForward Technologies and Ghostman, Inc., respectively, in 2010. Joe’s educational background includes multiple degrees from the University of Cincinnati, with a Master of Science in Finance and a Master of Business Administration, along with a Master of Arts in Arts Administration, and a Bachelor's degree in Music from Ohio University.
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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.