Chad I. Johnson

Director of Trust and Wealth Management @Argent Financial Group, Inc

Atlanta, GA, US

Manage a team of Wealth Advisors and Trust and Wealth Assistants to perform all essential functions for the GA/FL/SC markets. Collaborate with business leaders at Argent Financial Group and Ameris Bank across multiple functions, including but not limited to Investments, Finance, Human Resources, Corporate Strategy and Legal & Compliance. Served as Chairman of the Trust & Investment Committee (TIC) for Georgia and Florida. Chairman of the monthly Regulation 9 Committee. Responsible for evaluating, designing and overseeing all aspects of the portfolio construction process for the regional investment portfolio. Broad technical knowledge of investments, tax, legal and operations necessary to service clients. 20 years of investment decision making and consulting experience working with high-net-worth clients and ultra-high net worth family office clients. Daily oversight and responsibility for $2b+ in trust and investment management assets. Competencies Investment Management/Client Development/Project Management/Compliance Systems/ Capital Markets Analysis/Total Quality Management/Product Strategy & Implementation