Paul Johnson, CFA, CFP®

Experience

• 

  FactSet Research Systems

  Jul 2007 - Dec 2010

  Senior Consultant, Assistant Vice President (Investment Management Consulting)

  Provided software consulting services to Hedge Funds, Mutual Funds, and Plan Sponsors. Areas of expertise included quantitative idea screening, portfolio performance attribution, and investment process automation.

• 

  Fiduciary Trust Company International

  Jan 2011 - Aug 2018

  Worked directly with clients to determine their financial goals and investment objectives. Constructed multi-asset class portfolios, as well as single asset class equity strategies, for a diverse client base of domestic and international individuals, families, and foundations. Served as the primary client contact, delivering investment advice, investment management and client servicing. Developed and implemented overall portfolio investment strategies for over 30 families. Supported a team of three Portfolio Managers managing investment portfolios for over 150 high-net-worth and ultra high-net-worth families.

  • Managing Director, Portfolio Manager

    Feb 2015 - Aug 2018

  • Vice President, Senior Investment Associate

    Jan 2011 - Jan 2015
• 

  Northern Trust Wealth Management

  Aug 2018 - now

  Portfolio manager and investment advisor to Ultra High Net Worth individuals, families and foundations. Works extensively with clients and their other trusted advisors to develop custom investment strategies built for each specific client, using a Goals-Driven framework. Leverages background in investment management, financial planning, and trust services to design thoughtful strategies to build and preserve wealth, helping clients achieve a lifetime of personal, family, and philanthropic goals. Show less

  • Senior Vice President, Senior Portfolio Advisor

    Mar 2023 - now

  • Senior Portfolio Advisor

    Aug 2018 - now