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Portfolio

Manager

Investment Expert

David Johnson

Investment Portfolio Manager

12+ Years Experience
CFA, MBA Finance
$25M+
Portfolios Managed
9.2%
Avg. Annual Return
200+
Clients Served

Investment Philosophy

"Successful investing isn't about timing the market—it's about time in the market with the right strategy. I believe in building diversified portfolios that weather market volatility while capitalizing on long-term growth opportunities."

Schedule Meeting Direct Contact

Professional Journey

2019 - Present Current

Investment Portfolio Manager - DestinyOne Financial

Manage diversified investment portfolios totaling over $25M in assets. Develop customized investment strategies aligned with client risk profiles and long-term financial goals. Achieved consistent outperformance with 9.2% average annual returns over the past 4 years.

Portfolio Analysis Risk Management Asset Allocation
2016 - 2019

Senior Investment Analyst - Morgan Stanley

Conducted comprehensive equity research and financial modeling for institutional clients. Specialized in technology and healthcare sector analysis, providing investment recommendations that generated average returns of 12% above benchmark indices.

2012 - 2016

Portfolio Analyst - Charles Schwab

Performed quantitative analysis and risk assessment for high-net-worth client portfolios. Developed proprietary risk models that improved portfolio performance by 15% while reducing volatility by 20%.

Key Accomplishments

Consistent Outperformance

Achieved 9.2% average annual returns over 4 years, consistently outperforming S&P 500 benchmark by 2.1% annually.

Industry Recognition

Named "Rising Star Portfolio Manager" by InvestmentNews (2022) and "Top Performer" by Financial Planning Magazine (2021).

Risk Management Excellence

Developed proprietary risk models that reduced portfolio volatility by 25% while maintaining strong growth potential.

Contact Information

Direct Line

(833) 437-8691

Schedule

Portfolio Review

Certifications & Education

MBA, Finance

Northwestern Kellogg School

Chartered Financial Analyst (CFA)

CFA Institute

Series 7 & 63

FINRA Securities Licenses

Financial Risk Manager (FRM)

GARP Certified

Areas of Expertise

Portfolio Management Asset Allocation Risk Analysis Equity Research Market Analysis Financial Modeling