Chad Maggard

Portfolio Manager-Equities at

Johnson Investment Counsel, Inc.

Finance

Consumer Services

Miscellaneous

Profile

Mr. Chad R.
Maggard, CFA, is a Managing Director & Principal at Johnson Investment Counsel, Inc. He joined the firm in 2009 and is a shareholder of the firm.
Prior to coming to the firm, Mr. Maggard was a Financial Consultant for AXA Advisors, LLC.
He received his B.S.
in Finance & Accounting from Miami University.
He holds the Chartered Financial Analyst (CFA) designation.

Chad Maggard 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	2009-09-30

All active positions of Chad Maggard

Former positions of Chad Maggard

Companies	Position	End
Equitable Financial Life Insurance Co. Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Functions as a unit investment trust	Corporate Officer/Principal	2009-09-29

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Training of Chad Maggard

Experiences
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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
Miami University Miami University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Equitable Financial Life Insurance Co. Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Functions as a unit investment trust	Miscellaneous