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Kelly Johnson, MBA, CFA, CAIA

Kelly Johnson, MBA, CFA, CAIA

Fixed Income Analyst

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location of Kelly Johnson, MBA, CFA, CAIANewport Beach, California, United States

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  • Timeline

  • About me

    Head of Client Portfolio Management & Portfolio Manager

  • Education

    • The Tuck School of Business at Dartmouth

      1999 - 2001
      MBA Business Administration and Management, General

      Activities and Societies: Julie Stell Award for Leadership and Toigo Fellow

  • Experience

    • ICMA Retirement Corporation

      Jan 1996 - Jan 1998
      Fixed Income Analyst

      Fixed Income Analyst (1996-1998)• Selected Fixed Income Managers for a $15 billion defined contribution plan• Worked as an internal consultant in monitoring existing fixed income managers• Prepared and presented analysis of fixed income managers to the board quarterly

    • Freddie Mac

      Oct 1998 - Aug 1999
      Fixed Income Analyst

      Fixed Income Analyst• Performed and reported mortgage portfolio risk analysis to senior management• Developed quarterly mortgage portfolio risk presentations for non-portfolio management senior managers

    • PIMCO

      Jul 2001 - Jan 2015

      Institutional Account Manager and Consultant Relations Account Manager • Provided client service to institutional investors across multiple client types • Delivered client service to institutional investment consultants• Conducted regular portfolio reviews to ensure performance and investment guidelines and objectives are met• Developed client retention and cross sell strategies for each relationship• Achieved a success rate of 75% in finals presentations across a wide variety of products• Organized and chaired the annual PIMCO Institute educational seminars for clients• Trained new MBA hires on best client service practices and various investing topics• Served as the Total Return Product Manager – the expert on the firm’s flag ship strategy• Won the prestigious “Gross Cup” as a member of the North America Economic Forum team Show less

      • Senior Vice President and Client Portfolio Manager

        Jan 2009 - Jan 2015

      • Vice President and Account Manager

        Jul 2001 - Dec 2008

    • City National Rochdale

      Jan 2015 - Jan 2016
      Senior Investment Consultant

      Partnered with advisors to develop customized portfolios based on their client’s investment objectives, time horizon, income needs, and tolerance for market volatility.

    • Charles Schwab

      Feb 2016 - May 2017
      Executive Services Financial Consultant

      Provided customized financial advice to executives including retirement planning, equity compensation, and estate, tax trust and charitable planning.

    • Charles Schwab Investment Advisory, Inc.

      Jun 2017 - Mar 2021
      Portfolio Strategist

      Client - facing investment professional serving as a product expert across asset classes

    • ThomasPartners Investment Management

      Mar 2021 - now

      • Head of Client Portfolio Management & Portfolio Manager

        Dec 2022 - now

      • Fixed Income Portfolio Manager

        Mar 2021 - Dec 2022

  • Licenses & Certifications

    • Chartered Alternative Investment Analyst

    • Chartered Financial Analyst

      CFA Institute

  • Honors & Awards

    • Awarded to Kelly Johnson, MBA, CFA, CAIA
      Chairman's Club Award - Aug 2020