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Michael Johnson, CFA

Michael Johnson, CFA

Limited Partnership Trader

location of Michael Johnson, CFAKansas City, Missouri, United States

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  • Timeline

  • About me

    Portfolio Manager at U.S. Bank Private Wealth Management

  • Education

    • University of Iowa

      -
      Master of Arts - MA Economics

    • Purdue University

      -
      Bachelor of Science - BS Economics

  • Experience

    • GunnAllen Financial

      Jun 1996 - Jul 1997
      Limited Partnership Trader

    • INTL FCStone Inc.

      Jun 1998 - Jan 2000
      Associate Risk Management Consultant

    • BMO Harris Bank

      Jan 2008 - Aug 2013

      • Personal Banker

        Sept 2010 - Aug 2013

      • Customer Service Representative

        Jan 2008 - Aug 2010

    • BMO Harris Private Banking

      Sept 2013 - Feb 2020
      Associate Portfolio Manager II

    • U.S. Bank

      Feb 2020 - now

      Develops and implements personalized investment strategies for high income/net worth clients based on their needs, preferences, tax sensitivity, risk tolerance and time horizon that are part of a comprehensive financial plan. Works with a team of financial professionals to review each client's unique and dynamic plan on an ongoing basis to respond to market conditions or changes in the client's needs or circumstances.

      • Private Wealth Management Investment Portfolio Manager

        Mar 2022 - now

      • Private Wealth Investment Associate Advisor

        Feb 2020 - Mar 2022

  • Licenses & Certifications

    • Chartered Financial Analyst® (CFA) Charterholder

      CFA Institute
      Feb 2021
      View certificate certificate