Nicole Utz

Portfolio Manager Assistant - Family Office Services at Johnson Investment Counsel - White Oak, OH, US

Nicole Utz's Colleagues at Johnson Investment Counsel
Jarett Levitsky

Principal and Portfolio Manager

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David Ostmann

Institutional Operations Associate

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Lia Vissing

Operations Associate

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Gwendelyn Keihl

Portfolio Manager Assistant

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Priya Sivagnanam

Portfolio Manager Assistant

Contact Priya Sivagnanam

Eric Bachus

Portfolio Manager Assistant

Contact Eric Bachus

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Nicole Utz's Contact Details
HQ
800-541-0170
Location
Cincinnati, Ohio Area
Company
Johnson Investment Counsel
Nicole Utz's Company Details

Johnson Investment Counsel

White Oak, OH, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

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.

Wealth Management Retirement Planning Income Tax Planning Estate Planning Investment Management Goal-Based Planning Insurance Analysis Asset Management Investment Bank/Securities Brokerage Management Investment Open-ended
Details about Johnson Investment Counsel
Frequently Asked Questions about Nicole Utz
Nicole Utz currently works for Johnson Investment Counsel.
Nicole Utz's role at Johnson Investment Counsel is Portfolio Manager Assistant - Family Office Services.
Nicole Utz's email address is ***@johnsoninv.com. To view Nicole Utz's full email address, please signup to ConnectPlex.
Nicole Utz works in the Investment Bank/Securities Brokerage industry.
Nicole Utz's colleagues at Johnson Investment Counsel are Jarett Levitsky, Maxwell Monk, David Ostmann, Lia Vissing, Gwendelyn Keihl, Priya Sivagnanam, Eric Bachus and others.
Nicole Utz's phone number is 800-541-0170
See more information about Nicole Utz