Phil Johnson Email and Phone Number
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CEO of a mid-size financial services firm that provides objective financial planning, investment management and advisement for HNW client families and institutions as well as recommendations on a vast array of insurance and other financial tools and vehicles, Entrepreneurial Executive with a record of creating and executing strategic plans to grow a business in both products and revenues, while maintaining financial discipline. Known for a transparent leadership style which focuses on fostering a culture of accountability and alignment. Proven and effective leader of various disciplines, including finance, operations and technology, investment banking, trading and sales. Experienced with merger and acquisition strategy, analysis and integration.
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PresidentRothschild Wealth Partners Jun 2016 - PresentGreater Chicago AreaAt Rothschild Wealth Partners, you're not just a client; you're a valued partner in a legacy that spans over 110 years. Since our founding in 1908, we've evolved from a regional brokerage firm into an employee-owned, full-spectrum boutique with over $6 billion in assets under advisement. Our mission has always been clear: empower you to understand your financial landscape, guide you in growing your wealth, and strategically implement measures to safeguard your future.Your financial journey is unique, and we honor that by offering customizable investment solutions, rather than relying on preset models. Whether it's adapting to alternative investments or applying rigorous risk management strategies, we're here to protect against the downside while maximizing your potential.At Rothschild Wealth, we are committed to continuous learning in investments, tax strategies, and financial planning. This relentless pursuit of knowledge ensures that you receive the highest quality service, helping to unlock your financial potential.We partner with affluent families, business owners, and executives to navigate the complexities of wealth management. Together, we make sure you're not just prepared for life's changes, but that you thrive through them. When life changes, we know how to help.Read these Important Disclosures: https://rothschildwealth.com/disclosures
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President, Cfo & CooIncapital 2011 - Dec 2015Greater Chicago AreaIncapital was founded in 1999 and is a leading underwriter and distributor of investment solutions to more than 800 broker-dealers, institutions, asset managers, registered investment advisors, and banks. It has a track record of over $400B in securities distributed. The firm represents more than 300 issuing entities, ranging from banks and investment grade corporations to non-rated registered investment companies.Reporting to Chairman of the Board, developed and executed strategic plans to grow business lines. Restructured sales force for optimal customer channelization allowing for significant sales growth of new products. Worked with strategic partners on product expansion plans. Presented to and interfaced with Board of Directors. Redeployed resources to new business lines. -
Cfo & CooIncapital 2002 - 2011Greater Chicago AreaReporting to Chairman and CEO, engaged various investment bankers and worked on developing an acquisition strategy. Prepared and presented quarterly board packages. Developed investment presentations for both strategic investors and private equity investors. Opened firms in foreign locations including the UK and Canada. Created compensation plans, both cash and equity, which resulted in the proper balance between short term goals and long term incentives. Oversaw the bank’s Application Development and Infrastructure technology teams. Chaired the IT Steering Committee which was responsible for deploying a $2M annual Application Development budget. Served on various executive and management committees within the company.
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Chief Financial OfficerIncapital 2000 - 2002Greater Chicago AreaReporting to Chairman and CEO, developed accounting and finance policies and procedures, risk management and liquidity policies and financial reporting practices for the company. Managed clearing firm and bank relationships resulting in a very low cost of funds. Selected various benefit plans, particularly health care and 401k plans.
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AvpAbn Amro Bank N.V. 1993 - 2000Greater Chicago Area
Phil Johnson Skills
Phil Johnson Education Details
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Accounting -
Westby High School
Frequently Asked Questions about Phil Johnson
What company does Phil Johnson work for?
Phil Johnson works for Rothschild Wealth Partners
What is Phil Johnson's role at the current company?
Phil Johnson's current role is President of Rothschild Wealth Partners.
What is Phil Johnson's email address?
Phil Johnson's email address is ph****@****tal.com
What is Phil Johnson's direct phone number?
Phil Johnson's direct phone number is +131249*****
What schools did Phil Johnson attend?
Phil Johnson attended The University Of Chicago Booth School Of Business, Viterbo University, Westby High School.
What skills is Phil Johnson known for?
Phil Johnson has skills like Series 7, Investments, Fixed Income, Securities, Bonds, Capital Markets, Equities, Marketing Strategy, Financial Analysis, Alternative Investments, Finance, Series 63.
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Phil Johnson
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