Jay Wertz

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Finance

Consumer Services

Profile

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).

Former positions of Jay Wertz

Companies	Position	End
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.	Portfolio Manager-Equities	01/06/2025
US Bank Trust, NA (Atlanta, Georgia) US Bank Trust, NA (Atlanta, Georgia) Major BanksFinance Nationally chartered commercial bank	Corporate Officer/Principal	-

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Linked companies

Private companies	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

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