I am a Chief Investment Officer with over 10 years of experience in leading and managing investment strategies and portfolios for high-net-worth clients. I have a proven track record of delivering superior returns and managing risk in various market conditions. I hold the ACMA credential from CIMA, which demonstrates my competence and professionalism in asset and wealth management.As the Chief Investment Officer of The Johnson Ansara Ellena Wealth Management Group of Pelorus Capital Management, I provide strategic guidance and leadership to a team of investment professionals. I oversee all investment decisions and risk management activities to ensure that client assets are effectively managed and their investment objectives are achieved. I am committed to adhering to the highest standards of integrity, transparency, and fiduciary responsibility when managing client assets. I am passionate about exploring and leveraging emerging technologies that are shaping the investment landscape and creating new opportunities for growth and innovation. I work hard to ensure that our investment strategies are aligned with market trends and economic conditions and that client portfolios are positioned for long-term success.
The Johnson Ansara Ellena Wealth Management Group Of Pelorus Capital Management
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Chief Investment OfficerThe Johnson Ansara Ellena Wealth Management Group Of Pelorus Capital Management 2018 - PresentI am responsible for providing strategic guidance and leadership in managing the firm's investment strategy and portfolio. I oversee all investment decisions and risk management activities to ensure that clients’ assets are effectively managed and their investment objectives are achieved. I lead a team of investment professionals that provide guidance and expertise in developing and executing investment strategies consistent with client objectives and market conditions. I also actively monitor and evaluate the performance and risk of our portfolio and make adjustments as needed to optimize returns and manage potential risk. I am committed to upholding the highest standards of integrity, transparency and fiduciary responsibility in managing client assets. I work hard to ensure that our investment strategies align with market trends and economic conditions and that our clients' portfolios are positioned for long-term success. I have the skills and expertise to lead and manage investment strategies, build strong client relationships, and drive firm investment success through effective risk management and strategic decision-making.
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Acadian Asset ManagementAcadian Asset Management 2014 - 2017Oversee the development and implementation of strategic plans to drive business growth and success. Conducts market research, identifies expansion opportunities, collaborates with key stakeholders, and makes key decisions to ensure organizational goals are met. -
Senior Account ControllerState Street Bank 2011 - 2014• Supervisor of both Portfolio Administrators and Account Controllers daily work• Responsible for compiling and distributing client monthly billing • Responsible for oversight, review and publishing daily NAV• Responsible for researching & resolving daily price and valuation fluctuations• Issuing recalls for Securities Lending, to ensure timely trade settlement
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Account ControllerState Street Bank 2009 - 2011• Responsible for Portfolio Administrator duties, as well as Fund Accounting duties• Responsible for daily reconciliation of both Accounting & Custody records, addressing variances as required• Accurately compile, verify and calculate daily accounting NAV • Ensuring accurate & timely processing of income
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Portfolio AdministratorState Street Bank 2008 - 2009• Responsible for both Trade Capture and Trade Affirmation• Liaison with Brokers to prevent trade fails and ensure timely settlement• Monitored cash balances to prevent overdrafts & invest in daily sweeps• Compiled regular reporting for both internal & external Clients• Prioritized task in adherence to strict deadlines
Katie Johnaon Education Details
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Excellence -
Sat:1550 Gpa:4.0+
Frequently Asked Questions about Katie Johnaon
What company does Katie Johnaon work for?
Katie Johnaon works for The Johnson Ansara Ellena Wealth Management Group Of Pelorus Capital Management
What is Katie Johnaon's role at the current company?
Katie Johnaon's current role is Chief Investment Officer @ Pelorus Capital Management | ACMA, Investment Strategy.
What schools did Katie Johnaon attend?
Katie Johnaon attended Mit Sloan School Of Management, Yale University.
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