Talk to sales Try for Free
Johan L.

Johan L.

Wealth manager

Followers of Johan L.1000 followers
location of Johan L.Paris, Île-de-France, France

Connect with Johan L. to Send Message

Connect

Connect with Johan L. to Send Message

Connect

  • Timeline

  • About me

    Family Officer, CIIA / Gérant Privé

  • Education

    • SFAF CIIA

      2006 - 2008
      CIIA : Certified International Investment Analyst - SFAF Accounting and Finance

    • Université Paris 1 Panthéon-Sorbonne

      1991 - 1994
      Master's degree economics; finance

      Major in International Economy

    • Université Panthéon Sorbonne (Paris I)

      1994 - 1995
      Master's degree Financial and fiscal engineering

  • Experience

    • Banque Privée 1818

      Feb 1999 - Sept 2002
      Wealth manager

    • Groupama Banque Privée

      Sept 2002 - Sept 2013
      Portfolio manager

    • Trusteam Finance

      Nov 2013 - Dec 2014
      Senior Portfolio Manager

    • Single Family Office (SFO)

      Dec 2014 - now
      Family Officer

  • Licenses & Certifications

    • Certification AMF (Autorité des Marchés Financiers)

      CFPB - L'Ecole supérieure de la banque
      Mar 2014
      View certificate certificate

    • EFFAS

      EFFAS - The European Federation of Financial Analysts Societies
      Jun 2008