Profil
Mr. James R.
Witte, CFA MBA, is a Portfolio Manager & Principal at Johnson Investment Counsel, Inc.
Prior to joining Johnson Investment Counsel in February 2000, Mr. Witte worked at First Merchants Bank in Muncie, Indiana, as a Personal Trust Division Manager.
He received his undergraduate degree from Miami University and an MBA from Xavier University.
He holds the Chartered Financial Analyst and the Certified Trust and Financial Advisor designations.
Anciens postes connus de James R. Witte
| Sociétés | Poste | Fin |
|---|---|---|
Johnson Investment Counsel, Inc.
 Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Gestionnaire de Portefeuille-Actions | 27/03/2018 |
First Merchants Bank (Muncie, Indiana)
 First Merchants Bank (Muncie, Indiana) Regional BanksFinance First Merchants Bank NA provides investment advice and other commercial banking services. The firm’s services include online, mobile and telephone banking, ACH, direct deposit, wires, stop payments, money orders, safe deposit boxes, wealth management, savings and CDs. The company was founded in 1893 and is headquartered in Muncie, IN. | Corporate Officer/Principal | - |
Formation de James R. Witte
| Xavier University | Masters Business Admin |
| Miami University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Finance |
First Merchants Bank (Muncie, Indiana)
First Merchants Bank (Muncie, Indiana) Regional BanksFinance First Merchants Bank NA provides investment advice and other commercial banking services. The firm’s services include online, mobile and telephone banking, ACH, direct deposit, wires, stop payments, money orders, safe deposit boxes, wealth management, savings and CDs. The company was founded in 1893 and is headquartered in Muncie, IN. | Finance |