Since 1994, Steve A Eklund has been working in Johnson Investment Counsel based 1323, 1323. This professional is a qualified Managing Director of the Private Client Group with over 26 years of work experience. According to Steve's CV and work profile, this person has worked at more than four companies with numerous backgrounds and got various skills. Steve attended school at the Miami University from 1985 to 1987. This professional has professional certification in Cfa®. Steve can be found in Cincinnati, Ohio – where the professional is currently located. You can search for Steve's email address and phone. We can also provide you with additional contact information upon request.
Name variants:
Stephen Eklund
Last updated Jun 18, 2024
Contact Information
Last Update
Jul 10, 2022
Email
se**@johnsoninv.com
Location
Cincinnati, OH
Company
Workplace
Managing Director of the Private Client Group
Cincinnati, OH
Industry
Investment Management, Investment Advisory Service, Investment Counselor, Financial Advisory Services
Colleagues
Work History
Managing Director of the Private Client Group
3777 west Fork Rd, Cincinnati, OH 45247
Successfully co-led one of the largest Ohio based Wealth Managers to significant growth and expansion. Instrumental in the design, architecture and implementation of structural changes that ...
1994 — 2013
Executive Vice President
Managed over $3.0 billion in institutional assets and develped and trained the investment staff
1987 — 1994
Education
Occupations
Executive
Chairperson
Chief Executive Officer
Managers
Executive Vice President
Chief Executive
Corporate Executive
Vice President
Skills
Investments
Portfolio Management
Asset Management
Financial Analysis
Financial Modeling
Equities
Investment Advisory
Financial Planning
Leadership Development
Asset Allocation
Public Speaking
Wealth Management
Valuation
Strategic Planning
Fixed Income
Strategic Financial Planning
Asset Managment
Microsoft Excel
Private Equity
Risk Management
Investment Banking
Entrepreneurship
Investment Management
Due Diligence
Bonds
Alternative Investments
Financial Advisory
Accounting
Equity Research
Team Building
Investment Strategies
Strategy
Business Analysis
Executive Coaching
Leadership