Portfolio Manager
Current
Jul 2024 - Present
AeroLeads people directory · profile
Nathan Johnson, Cfa, Cfp Email & Phone Number
Portfolio Manager at BMO Nesbitt Burns
at
BMO Nesbitt Burns
1 work email found
@byui.edu
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager at BMO Nesbitt Burns
Location
Calgary, Alberta, Canada
Company size
Who is Nathan Johnson, Cfa, Cfp? Overview
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Quick answer
Nathan Johnson, Cfa, Cfp is listed as Portfolio Manager at BMO Nesbitt Burns at BMO Nesbitt Burns, a company with 2284 employees, based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at byui.edu and a matched LinkedIn profile for Nathan Johnson, Cfa, Cfp.
Nathan Johnson, Cfa, Cfp previously worked as Portfolio Manager at Bmo Nesbitt Burns and Associate Portfolio Manager at Bmo Nesbitt Burns. Nathan Johnson, Cfa, Cfp holds Business Management Degree, Finance & Accounting, Gpa 3.84 from Brigham Young University - Idaho.
Company email context
Email format at BMO Nesbitt Burns
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*@byui.edu
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AeroLeads found 1 current-domain work email signal for Nathan Johnson, Cfa, Cfp. Compare company email patterns before reaching out.
Profile bio
About Nathan Johnson, Cfa, Cfp
Nathan joined BMO Nesbitt Burns in 2021 and enjoys helping clients reach their investment and financial goals. He seeks to genuinely understanding every client’s unique needs and strives to make a positive impact on people’s lives. Nathan learned from a young age about compound interest and the difference between paying it and earning it. This caught his attention and spurred his desire to learn all he could about investing and financial planning. Nathan is a CHARTERED FINANCIAL ANALYST™ and CERTIFIED FINANCIAL PLANNER™.Nathan is married to Kimberly and they have four beautiful children. They love making family memories while biking, camping, and skiing. They like to keep their family busy and are actively involved in their church organization.Any postings on social media are my own and do not necessarily reflect BMO’s position or viewpoints. The information herein is for Canadian residents only and does not constitute any financial, legal, tax, investment or other advice. Please do not post any personal or confidential information on this site. Should you wish to discuss your personal financial circumstances please contact us directly. Previous results are not indicative of future results. BMO Nesbitt Burns Inc. (BMO NBI) provides this commentary to clients for informational purposes only. The information contained herein is based on sources that we believe to be reliable, but is not guaranteed by us, may be incomplete or may change without notice. The comments included in this document are general in nature, and professional advice regarding an individual’s particular position should be obtained. BMO NBI is a subsidiary of Bank of Montreal and Member-Canadian Investor Protection Fund. “BMO (M-bar Roundel symbol)” is a registered trademark of Bank of Montreal, used under licence. “Nesbitt Burns” is a registered trademark of BMO NBI, used under licence.http://www.bmo.com/nesbittburns/popups/about-us/disclaimers
Listed skills include Leadership, Microsoft Excel, Time Management, Finance, and 12 others.
Current workplace
Nathan Johnson, Cfa, Cfp's current company
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7 roles
Nathan Johnson, Cfa, Cfp work experience
A career timeline built from the work history available for this profile.
Associate Portfolio Manager
Apr 2021 - Jul 2024
Portfolio Manager
- Advised clients to help them reach their investment and financial planning goals.
- Was a member of the investment committee and managed 3 pooled funds with about $330M AUM. Each fund had their own mandate and helped ensure investments and allocations were on target. Equity fund, Income fund, and.
- Experience in striking NAVs, capital calls, hedging, and portfolio management services.
Nov 2020 - Mar 2021
Associate Portfolio Manager
May 2019 - Nov 2020
Associate Financial Advisor
- Portfolio Management; is a member of the investment committee and determines asset allocation for clients’ accounts using fundamental, economical, and technical analysis with a focus on protecting and growing assets
- Financial Planning; developed personalized plans for families to realize their financial goals. Helped clients understand strategies around wealth management, savings, and tax implications
- Attention to detail; performed all the trading on $240M portfolio. Traded individual equities, bonds, ETFs, and mutual funds. Ensuring the asset allocation and risk was appropriate in all accounts
- Research; conducted research on companies and investment strategies
Jan 2015 - May 2019
Treasury Analyst
Jan 2014 - Dec 2014
Volunteer Representative
Dec 2008 - Dec 2010
1 education record
Nathan Johnson, Cfa, Cfp education
FAQ
Frequently asked questions about Nathan Johnson, Cfa, Cfp
Quick answers generated from the profile data available on this page.
What company does Nathan Johnson, Cfa, Cfp work for?
Nathan Johnson, Cfa, Cfp works for BMO Nesbitt Burns.
What is Nathan Johnson, Cfa, Cfp's role at BMO Nesbitt Burns?
Nathan Johnson, Cfa, Cfp is listed as Portfolio Manager at BMO Nesbitt Burns at BMO Nesbitt Burns.
What is Nathan Johnson, Cfa, Cfp's email address?
AeroLeads has found 1 work email signal at @byui.edu for Nathan Johnson, Cfa, Cfp at BMO Nesbitt Burns.
Where is Nathan Johnson, Cfa, Cfp based?
Nathan Johnson, Cfa, Cfp is based in Calgary, Alberta, Canada while working with BMO Nesbitt Burns.
What companies has Nathan Johnson, Cfa, Cfp worked for?
Nathan Johnson, Cfa, Cfp has worked for Bmo Nesbitt Burns, Northfront Financial, Raymond James Ltd., Husky Energy, and The Church Of Jesus Christ Of Latter Day Saints.
How can I contact Nathan Johnson, Cfa, Cfp?
You can use AeroLeads to view verified contact signals for Nathan Johnson, Cfa, Cfp at BMO Nesbitt Burns, including work email, phone, and LinkedIn data when available.
What schools did Nathan Johnson, Cfa, Cfp attend?
Nathan Johnson, Cfa, Cfp holds Business Management Degree, Finance & Accounting, Gpa 3.84 from Brigham Young University - Idaho.
What skills is Nathan Johnson, Cfa, Cfp known for?
Nathan Johnson, Cfa, Cfp is listed with skills including Leadership, Microsoft Excel, Time Management, Finance, Public Speaking, Microsoft Word, Accounting, and Management.
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