Senior Vice President - Client Advisor
CurrentI focus on assisting not-for-profit organizations, senior living communities, hospitals, foundations and endowments with all aspects of their investment advisory needs. At Johnson Financial Group, we apply a unique balance sheet management approach to portfolio construction. This approach incorporates an organization's liability structure, strategic plans and operating environment into the asset allocation and portfolio construction process. This integrated approach, in combination with our in-house investment research capabilities, allows us to create an unbiased investment solution that fits the specific risk budget of any organization.