In the News

Senior Managing Director, Brandon Zureick, CFA joined CBS MoneyWatch to break down September’s CPI report – highlighting how rising prices, interest rate shifts and tariff pressures are influencing Social Security, consumer confidence and long-term planning. “CPI report shows inflation continued to climb in September, although at a cooler pace than forecast.” CBS MoneyWatch, 10/24/2025.

We are pleased to annouce the hiring of Chris Vassilopoulos as the new Director of Institutional Business Development.

Charles Rinehart, CFA, CAIA, Chief Investment Officer at Johnson Asset Management recently contributed to the ChartMasters segment for Asset TV. In this video Charles explains the Fed’s history of cutting rates too late and the forces that can hinder economic growth. “Fed Cuts Helpful, But Not All-Clear”. Asset TV, 10/10/2024

Managing Director and Portfolio Manager, Brandon Zureick, CFA,  has been recognized as an InvestmentNews 2024 Rising Star.

Brandon Zureick, CFA, Managing Director and Portfolio Manager, shares his perspective on the Federal Reserve's decision to cut interest rates by half a percent. He notes that while the change may not significantly alter economic conditions, it does convey a clear message to businesses and consumers that the Fed is committed to lowering interest rates. "Interest rate cuts bring good news, but consumers may not feel a huge impact” Spectrum News 1 9/21/2024