![Michelle Stroh](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Michelle Stroh
Gestionnaire de Portefeuille-Actions chez
Johnson Investment Counsel, Inc.
Profil
Ms. Michelle K.
Stroh, CFA MBA, is a Senior Portfolio Manager & Principal at Johnson Investment Counsel, Inc. She has been a part of the firm since 2009 and is also a shareholder of the firm.
Ms. Stroh has more than 20 years of investment experience, including experience as a Portfolio Manager for Mead Adam and a VP/Portfolio Manager for PNC/National City Bank.
She received her B.S.
in Marketing from the University of Cincinnati and M.B.A. in Finance from Xavier University.
She holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.
Postes actifs de Michelle Stroh
| Sociétés | Poste | Début |
|---|---|---|
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 | 01/12/2009 |
Anciens postes connus de Michelle Stroh
| Sociétés | Poste | Fin |
|---|---|---|
Mead, Adam & Co., Inc.
 Mead, Adam & Co., Inc. Investment ManagersFinance Equity selection is performed from a bottom-up approach with specific emphasis on growth and value. Fundamental analysis is conducted with emphasis on medium to large-cap stocks having strong balance sheets and favorable growth prospects. Stocks are further evaluated based on their price relative to cash flow, earnings, book value and dividends. For fixed-income, the economic outlook and monetary policy, among other indicators, are used to assess the risk adjusted return potential in the fixed-income market. Rising interest rates call for shorter maturities while falling rates indicate the need for longer maturities. U.S. government and tax-exempt bonds are typically used as the fixed-income assets. They are selected in order to achieve the target duration while balancing current income, capital appreciation potential and risk. Cash equivalents are emphasized when expected returns from stocks and bonds are too low and as reserves for defensive purposes. | Gestionnaire de Portefeuille-Actions | 08/04/2009 |
PNC Erieview Capital
 PNC Erieview Capital Investment ManagersFinance PNC Erieview Capital invests in North American companies with enterprise values of USD 20 - 250 million and EBITDA of more than USD 5 million. The firm targets companies operating in the fields of distribution,consumer products,healthcare and manufacturing services. It provides financing in the form of subordinated debt, mezzanine,preferred equity, common equity finance leveraged buyouts, recapitalizations and growth capital requirements with an investment size of USD 5 - 50 million. | Corporate Officer/Principal | 01/01/2003 |
Formation de Michelle Stroh
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
71
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
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 |
Mead, Adam & Co., Inc.
Mead, Adam & Co., Inc. Investment ManagersFinance Equity selection is performed from a bottom-up approach with specific emphasis on growth and value. Fundamental analysis is conducted with emphasis on medium to large-cap stocks having strong balance sheets and favorable growth prospects. Stocks are further evaluated based on their price relative to cash flow, earnings, book value and dividends. For fixed-income, the economic outlook and monetary policy, among other indicators, are used to assess the risk adjusted return potential in the fixed-income market. Rising interest rates call for shorter maturities while falling rates indicate the need for longer maturities. U.S. government and tax-exempt bonds are typically used as the fixed-income assets. They are selected in order to achieve the target duration while balancing current income, capital appreciation potential and risk. Cash equivalents are emphasized when expected returns from stocks and bonds are too low and as reserves for defensive purposes. | Finance |
PNC Erieview Capital
PNC Erieview Capital Investment ManagersFinance PNC Erieview Capital invests in North American companies with enterprise values of USD 20 - 250 million and EBITDA of more than USD 5 million. The firm targets companies operating in the fields of distribution,consumer products,healthcare and manufacturing services. It provides financing in the form of subordinated debt, mezzanine,preferred equity, common equity finance leveraged buyouts, recapitalizations and growth capital requirements with an investment size of USD 5 - 50 million. | Finance |
Xavier University
 Xavier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Cincinnati (Ohio)
 University of Cincinnati (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
