Jason Farler

Portfolio Manager-Equities at

Johnson Investment Counsel, Inc.

Finance

Consumer Services

Health Services

Profile

Mr. Jason M.
Farler, CFA, is a Senior Managing Director & Principal at Johnson Investment Counsel, Inc. He is a member of the Executive Team and is a shareholder of the firm.
He has been a member of several of the firm’s investment teams since joining in 2001.
Prior to joining the firm, Mr. Farler worked for Fidelity Investments in Brokerage Services.
He attended Miami University, Oxford where he earned his BS in Finance from the Richard T.
Farmer School of Business.
He is a CFA Charterholder and is a member of the CFA Society of Cincinnati.

Jason Farler active positions

Companies	Position	Start
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	30/04/2001

All active positions of Jason Farler

Former positions of Jason Farler

Companies	Position	End
FIAM LLC FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts.	Corporate Officer/Principal	31/12/1999
March of Dimes (Connecticut) March of Dimes (Connecticut) Medical/Nursing ServicesHealth Services Provides healthcare services	Corporate Officer/Principal	-

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Linked companies

Private companies	4
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 Miami University of Miami Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
FIAM LLC FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts.	Finance
March of Dimes (Connecticut) March of Dimes (Connecticut) Medical/Nursing ServicesHealth Services Provides healthcare services	Health Services