Alexander M. Wertz

Alexander M. Wertz, CFP®, serves as an Associate Portfolio Manager at Johnson Investment Counsel since May 2019, where responsibilities include analyzing client investment portfolios, preparing wealth review reports, and utilizing financial software tools such as Addepar and eMoney. Prior experience includes a Registered Investment Advisory Internship at Charles Schwab in 2018, focusing on client service and financial planning, and an Annuity Finance Internship at Great American Insurance Group in 2017, where Alexander contributed to financial recordkeeping. Alexander holds a Bachelor of Science in Finance from the Kelley School of Business at Indiana University, graduating in 2020.