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Mark Johnson Cfa

I help multi-generational families with all aspects of wealth management. I am a credentialed and experienced investment... | 1143 Overton Court, Naperville, United States

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Mark Johnson Cfa’s Emails [email protected]

Mark Johnson Cfa’s Phone Numbers No phone number available.

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Mark Johnson Cfa’s Location 1143 Overton Court, Naperville, United States

Mark Johnson Cfa’s Expertise I help multi-generational families with all aspects of wealth management. I am a credentialed and experienced investment analyst and portfolio manager for institutions, trusts and individuals with broad and deep capital markets experience including valuing equity, fixed income and alternative securities. Throughout my career I have managed portfolios for institutional, high net worth, foundations and trust accounts. Intricate understanding of economics and global allocation performance drivers. Strong client relationship and presentation skills. Owner, project manager and business manager for successful commercial real estate development project. Specialties: Wealth management, securities analysis, portfolio construction, asset allocation and global macro strategy. Chartered Financial Analyst (CFA).

Mark Johnson Cfa’s Current Industry North Central College

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Work Experience

North Central College

Adjunct Associate Professor

Fri Jul 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Optimum Investment Advisors

Managing Director of Wealth Management

Thu Oct 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Oct 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Naper Heritage Society

Board Member/Treasurer

Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Aug 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)

Jpmorgan

Vice President and Sr. Portfolio Manager

Wed Aug 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jun 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)

First Albany Asset Management

Vice President

Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)

Calamos Investments

Vice President and Sr. Analyst

Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)

Cleary Gull

Principal

Wed Jan 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time)

Mesirow Financial

Vice President- Research Analyst

Sat Jan 01 1994 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time)

Barrington Research Associates

Vice President

Tue Jan 01 1991 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 1994 00:00:00 GMT+0000 (Coordinated Universal Time)

Skills

Languages

Mark Johnson Cfa Email Addresses

[email protected] Email

Mark Johnson Cfa Phone Number

No phone number available. Phone number

FAQ About Mark Johnson Cfa

Mark Johnson Cfa is located at
1143 Overton Court, Naperville, United States

Mark Johnson Cfa is a
I help multi-generational families with all aspects of wealth management. I am a credentialed and experienced investment analyst and portfolio manager for institutions, trusts and individuals with broad and deep capital markets experience including valuing equity, fixed income and alternative securities. Throughout my career I have managed portfolios for institutional, high net worth, foundations and trust accounts. Intricate understanding of economics and global allocation performance drivers. Strong client relationship and presentation skills. Owner, project manager and business manager for successful commercial real estate development project. Specialties: Wealth management, securities analysis, portfolio construction, asset allocation and global macro strategy. Chartered Financial Analyst (CFA). North Central College

Mark Johnson Cfa currently works in the
North Central College

Mark Johnson Cfa specializes in
I help multi-generational families with all aspects of wealth management. I am a credentialed and experienced investment analyst and portfolio manager for institutions, trusts and individuals with broad and deep capital markets experience including valuing equity, fixed income and alternative securities. Throughout my career I have managed portfolios for institutional, high net worth, foundations and trust accounts. Intricate understanding of economics and global allocation performance drivers. Strong client relationship and presentation skills. Owner, project manager and business manager for successful commercial real estate development project. Specialties: Wealth management, securities analysis, portfolio construction, asset allocation and global macro strategy. Chartered Financial Analyst (CFA).

Mark Johnson Cfa speaks the following languages:
No languages available.

Mark Johnson Cfa has prior experience in the following industries:
Optimum Investment Advisors , Naper Heritage Society , Jpmorgan , First Albany Asset Management , Calamos Investments , Cleary Gull , Mesirow Financial , Barrington Research Associates

Mark Johnson Cfa has the following professional experience:
North Central College , Optimum Investment Advisors , Naper Heritage Society , Jpmorgan , First Albany Asset Management , Calamos Investments , Cleary Gull , Mesirow Financial , Barrington Research Associates .