Johnson Investment Counsel
Joshua Lloyd has accumulated diverse experience in operations and customer service within the financial and service industries. Currently serving as an Operations Associate at Johnson Investment Counsel since January 2020, Joshua previously held the position of Branch Service Manager at Huntington National Bank, where responsibilities included overseeing daily operations and enforcing regulations. Prior to that role, Joshua worked as an Assistant Manager at Larosa's Pizzeria, managing staff and ensuring quality customer service. Experience also includes an internship at Game Day Communications, focused on event planning and media analysis, as well as a student worker role at the University of Cincinnati, assisting with various campus events. Joshua holds a Bachelor's of Science in Sports Administration from the University of Cincinnati, obtained in 2016.
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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.