Mark W. Johnson

About Mark W. Johnson

I am passionate about helping multi-generational families with all aspects of wealth management. I am a credentialed and experienced investment analyst and portfolio manager for institutions, trusts and individuals with broad and deep capital markets experience including valuing equity, fixed income and alternative securities. Throughout my career I have managed portfolios for institutional, high net worth, foundations and trust accounts. Intricate understanding of economics and global allocation performance drivers. Strong client relationship and presentation skills. Owner, project manager and business manager for successful commercial real estate development project.Specialties: Wealth management, securities analysis, portfolio construction, asset allocation and global macro strategy. Chartered Financial Analyst (CFA).

Experience

1. Adjunct Associate Professor

   North Central College

   Jul 2011 — Present · Naperville, IL, US

   Member of the adjunct faculty at North Central, teaching courses in Economics and Finance.

Education

• Southern Illinois University, Carbondale

  BA, Political Science and Economics

  1978 — 1981

• University of Chicago

  MBA, Finance

  1986 — 1989

Skills

• Capital Markets
• Investments
• Securities
• Valuation
• Strategy
• Asset Allocation
• Mutual Funds
• Security Analysis
• Risk Management
• Fixed Income
• Economics
• Investment Management
• Hedge Funds
• Investment Advisory
• Investment Strategies
• Alternative Investments
• Investment Banking
• Financial Analysis
• Asset Management
• Equities
• Bonds
• Wealth Management
• Portfolio Management
• Competitive Analysis
• Finance