Profil
Mr. Michael J.
Wertz was previously employed as a Senior Portfolio Manager & Principal by Johnson Investment Counsel, Inc. and a Trust Officer by US Bank Trust, NA (Atlanta, Georgia).
He received his undergraduate degree from the University of Cincinnati (Ohio).
Anciens postes connus de Jay Wertz
| Sociétés | Poste | Fin |
|---|---|---|
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson builds investment portfolios designed to perform well in all market environments. The firm focuses on both investment grade fixed income and domestic equity securities. Equity strategies are bottom-up oriented driven by a proven multi-factor quantitative approach to company analysis. Fixed income blends together a macro and micro strategy, focusing on quality yield and emphasizing appropriate maturities. | Gestionnaire de Portefeuille-Actions | 01/06/2025 |
US Bank Trust, NA (Atlanta, Georgia)
US Bank Trust, NA (Atlanta, Georgia) Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | - |
Formation de Jay Wertz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson builds investment portfolios designed to perform well in all market environments. The firm focuses on both investment grade fixed income and domestic equity securities. Equity strategies are bottom-up oriented driven by a proven multi-factor quantitative approach to company analysis. Fixed income blends together a macro and micro strategy, focusing on quality yield and emphasizing appropriate maturities. | Finance |
University of Cincinnati (Ohio)
University of Cincinnati (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
US Bank Trust, NA (Atlanta, Georgia)
US Bank Trust, NA (Atlanta, Georgia) Major BanksFinance Nationally chartered commercial bank | Finance |
















