Profile
“As my client base and staff have grown, it has become less about me and more about how I can empower others to embrace our carefully crafted culture”
David Pickler
Mayflower Advisors
As managing director of Johnson Asset Management, Brandon Zureick is uniquely creative yet analytical when managing clients’ portfolios.
The single biggest achievement of his career was becoming an owner of Johnson Investment Counsel at the age of 33, marking one of the quickest paths to ownership in the firm’s history.
At a time when many firms are choosing to sell to outside shareholders, Johnson Investment Counsel has remained 100 percent employee-owned for over 50 years.
“This ownership structure allows us to focus solely on our clients, enabling a long-term approach without external pressures,” says Zureick. “Becoming an owner is a privilege that not only reflects my personal growth but also allows all employee-owners to think and act like entrepreneurs, shaping the future of the firm together.”
Striving for excellence has been a key part to his success at the Cincinnati-based firm.
He says, “I care deeply about the success of clients and my team members. I have a very strong desire to win personally, but always want the whole team to win first and make it a priority to bring others along and lift others up along the way. I have a distinct sense of urgency to reach and exceed our goals, but never at the expense of the team and reaching our goals together”
Creativity runs in Zureick’s family. His grandfather was a professional baseball player, and upon retirement worked for a Major League Baseball team’s front office and was a part-time illustrator, while many of his relatives are painters, artists, and designers. He is also blessed with that artistic ability, but it was never a passion for him.
“I have always been drawn more toward the analytical side of investments. I’ve taken personality tests that score you on a spectrum of left- and right-brained and scored right in the middle,” he says.
“This balance allows me to not only process large amounts of data but also approach problems from a fresh, creative perspective. I believe this combination of creativity and analytical rigor is rare and gives me a distinct advantage professionally, helping me see the world differently while making data-driven decisions.”
Marrying all that with an old-fashioned work ethic makes for a winning recipe.
“My father, a model of hard work, instilled in me the value of showing up early and doing whatever it takes to get the job done,” he comments. “Alongside that, my humility and willingness to learn and adapt have been equally important. As a portfolio manager, maintaining humility and an open mind is critical. The market and the economy are dynamic, constantly evolving entities.
“While it’s essential to be a student of history and learn from past cycles, it’s just as important to acknowledge that conditions change. Being flexible and willing to adapt has allowed me to navigate this complexity and contribute to my early achievements.”
Zureick uses his youthful exuberance to his benefit. “My clients can feel confident knowing I have a long career runway ahead, allowing for continuity and long-term relationships,” he says.
“Younger professionals are increasingly being called into leadership roles as the previous generation transitions into retirement, positioning us to shape the future of the industry.
With a significant wealth transfer set to occur across generations, establishing myself as a trusted advisor to the next generation now will help foster meaningful, lasting client relationships in the years to come.”
3777 West Fork Rd, Cincinnati, OH 45247
513 661 3100
bzureick@johnsonasset.com
linkedin.com/in/brandon-zureick-cfa-39165344
johnsoninv.com
Brandon Zureick
Managing Director and Portfolio Manager, Principal
Johnson Asset Management
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“Philanthropy is more than writing checks – it’s about community engagement and presence. Whether that means joining a local board to share our voice or spearheading a capital campaign to raise crucial funds for a non-profit, Pickler Wealth Advisors moves the needle through the lens of compassionate leadership”
David Pickler
Mayflower Advisors
2009–2011
2011
2014
2018
2020–2023
Portfolio Analyst at Robert W. Baird & Co.
2009–
2011
Joined Johnson Investment Counsel as a Fixed Income Analyst and Trader
2011
Promoted to Fixed Income Portfolio Manager and Strategist at Johnson Investment Counsel
2014
Became a Principal at Johnson Investment Counsel, recognizing his contributions to the firm
2018
Promoted to Director, Portfolio Manager, Principal in 2020, and most recently to Managing Director, Portfolio Manager and Principal in 2023
2020–
2023
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
tax management
inflation protection
estate planning coordination
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Disclosure
Raymond James’ AMP Achiever’s Club membership is awarded to Financial Advisor Trainees with 0–8 years of service to the firm. Qualifications are based on current Advisor Mastery Program production and anniversary goals. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
“From my earliest memories, I always had a passion for service,” says David Pickler, president and CEO of Pickler Wealth Advisors.
After joining investment bank PaineWebber in 1984, the CEO decided to pursue a legal education with the hopes of combining this passion for finance and the law.
“I found equal fulfilment in advising in the legal arena. I began to build a plan for a career that could serve both sets of clients. I wanted to fulfil the dream of building a practice that could incorporate financial advocacy, legal advocacy and, eventually, tax and accounting. A place that was truly client-centric,” reflects Pickler.
With certifications in private wealth and financial planning and a law degree from the University of Memphis, Pickler established his firm in 2005.
“Pickler Wealth Advisors opened with a team dedicated to delivering unparalleled client service. Our goal was to set new standards of excellence. We were, and still are, dedicated to client service that exceeds that found at wirehouses.”
With over 25 years of industry expertise, Pickler knows that establishing client trust is all about communication. The firm’s robust strategy includes an array of weekly market calls, podcasts and television episodes that educate clients and provide updates on recent market occurrences.
As a result of his outstanding dedication to client services, Pickler has won a number of awards:
Barron Magazine’s Top 1,000 Financial Advisors
Financial Times Top 400 Advisors
Forbes’ Best-in-State Wealth Advisor
Forbes Best in State Wealth Advisor
Financial Planning Magazine Pro Bono Planner of the Year
Boston Magazine Five-Star Wealth Manager
As a testament to Glazer’s dedication to providing leading financial management services, Mayflower Advisors holds a 98 percent client retention rate – serving three generations of clients.
Despite being in business for 50 years, Glazer remains dedicated to reimagining how to better partner with the next generation of clients and their families.
“We live and breathe relationships and service. We have been through it all – recession, financial crisis, bull markets, inflation – and along the way we can see what works. We have helped hundreds of families retire, finance their dreams, and send their children and grandchildren to college. When the families call and thank us or send pictures, it is incredibly rewarding.”
Glazer recalls dinner conversations as a child with his father sharing valuable financial lessons that he still uses today.
“We talked about savings, the dangers of debt, living within your means, paying down your mortgage, and not being impressed by flash. We employ those same basic lessons in managing risk and educating our clients,” says Glazer.
“At the end of the day, we are in the business of serving others and understanding their values,” continues the co-founder. “Our practice strives to offer a culture of stability, accountability, and teamwork, focusing exclusively on serving the long-term financial life management needs of our clients.”
With over 25 years of experience, Glazer has received a collection of accolades throughout his career, including:
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Disclosure
Raymond James’ AMP Achiever’s Club membership is awarded to Financial Advisor Trainees with 0–8 years of service to the firm. Qualifications are based on current Advisor Mastery Program production and anniversary goals. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
Disclosure:
Starting in July 2024, InvestmentNews invited financial advice and wealth-management professionals across the country to nominate their most exceptional young talent for the inaugural Rising Stars list. Nominees had to be aged 40 or under (as of November 30, 2024) and be committed to a career in wealth-management with a clear passion for the industry. Nominees were asked about their current role, key achievements and career goals, as well as the contributions they’ve made to shaping the industry. Recommendations from managers and senior industry professionals were also considered. The Rising Stars were determined by an independent panel of industry leaders. The receipt of this award had no associated compensation and was solely based on the metrics described.