Connie Johnson
Wealth Advisor, Portfolio Manager @Bartlett Wealth Management
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WORK HISTORY
Wealth Advisor, Portfolio Manager @Bartlett Wealth Management
Chicago, IL, US
ABOUT CONNIE JOHNSON
As a Product Specialist at Kabouter Management, LLC, I partner with the investment team and investor relations team to maintain an in-depth understanding of our international small cap equity strategies and portfolio holdings. I have over 10 years of experience in equity research and manager research, spanning various sectors, regions, and strategies. I leverage my strong financial, analytical, presentation, and client service skills to communicate our investment philosophy, process, portfolio characteristics, stock holdings, and performance to existing and prospective clients. I also contribute to the development and enhancement of our product materials including investment commentaries, presentations, quarterly letters, white papers, and videos. I have a passion for investing and understanding the global financial markets. I hold the CFA designation and a BBA in Finance from the University of Wisconsin-Madison.
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