David Johnson
Senior Vice President, Portfolio Manager at Wilshire Advisors LLC
- Role
- Senior Vice President, Portfolio Manager at Wilshire
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About David Johnson
As a Senior Vice President and member of the Portfolio Management team at Wilshire Advisors LLC, I am responsible for developing and implementing multi-asset investment solutions for the firm’s institutional discretionary clients. My plan sponsor experience includes corporate retirement plans, foundations, endowments, healthcare organizations and public retirement plans.
Experience
Senior Vice President, Portfolio Manager
Jan 2025 — Present · Pittsburgh, PA, US
Investment Management & Client Servicing Responsibilities• Collaborated with functional teams across Manager Research, Asset Allocation and Asset/Liability to design multi-asset, multi-manager investment solutions consistent with the risks and objectives specified in the client’s IPS.• Analyzed investment data/information to synthesize recommendations on behalf of a client’s portfolio for review/approval by Wilshire’s Investment Committee.• Conducted and/or lead discussions with market leaders to identify investment risks and opportunities for discussion with clients and partners.• Presented market assumptions, portfolio performance/attribution and industry trends to client investment committees.• Assisted with new business proposals to prospect clients and proposals to expand services, as appropriate, to existing clients.Implementation & Trading Responsibilities• Managed and directed the execution of new product launches and strategy transitions as lead Project Manager for Wilshire’s institutional OCIO business.• Developed implementation solutions to realize cost efficiencies and maintain market beta throughout portfolio transition events for all OCIO client portfolios.• Coordinated with stakeholders to rebalance portfolios to strategic policy and/or implement tactical allocations.• Collaborated with Counsel to negotiate legal and business terms for sub-advisor agreements.Committee Memberships• Wilshire Investment Committee, Voting Member• Wilshire Alternatives Oversight Committee, Voting Member
Education
University of Pittsburgh
Bachelor of Science in Business Administration, Finance, Economics
2005 — 2009
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