Joe Guerin, CFA®

Brings a tailored and empathetic approach to his work, ensuring clients' unique needs are met.

As Vice President, Wealth Portfolio Manager, Joe works as part of the Institutional team and is responsible for building customized portfolio strategies for institutional clients. This includes investment policy review and development, portfolio construction, manager and security selection and performance reporting. Joe also serves as Portfolio Manager for our Retirement Plan Services team and leads the Retirement Plan Services Strategy group, driving best practices, identifying innovative investment solutions and enhancing retirement outcomes.

Meet Joe Guerin

Joe Guerin builds partnerships, not just portfolios. He creates the financial foundation that gives clients the freedom and confidence to focus on what truly matters.

Experience

• Bachelor of Science in Finance from the University of Wisconsin – La Crosse
• Joe is a CFA® Charterholder and a member of the CFA® Institute and CFA® Society of Milwaukee
• Over 20 years of experience in the investment industry, including portfolio management and investment research
• Registered Investment Adviser Representative

Investment products and services are offered through Johnson Bank and Johnson Wealth Inc. and are not FDIC insured, not bank guaranteed, and may lose value. Johnson Financial Group offers comprehensive financial services through its subsidiaries Johnson Bank, Johnson Wealth Inc., and Johnson Insurance Services, LLC.