The Finance and Investment Support team at Johnson Investment Counsel plays a crucial role in enhancing client experience and operational efficiency. They provide assistance in portfolio management, trust services, and client support, ensuring seamless investment operations and exceptional service delivery. This team collaborates closely with portfolio managers and clients to meet financial goals while upholding the firm's fiduciary duty.
Cooper Crawford
Portfolio Manager Assistant
Joshua Lloyd
Operations Associate
Karen Bauer
Client Support Assistant
Leah B. Quortrup
Trust Officer
Lia Reece
Operations Associate
Michelle McGinnis
Client Support Assistant
Nathan Nichols
Portfolio Manager Assistant
Patrick Foy
Portfolio Manager Assistant
Tamara Truman
Marketing Assistant
Tara N. Adams
Vice President Of Trust Servic...
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