![Leonard W. Johnson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Dr. Johnson founded Western Pacific in 1992.
He is a Chartered Financial Analyst (CFA), a Certified Investment Counselor, and a member of the Boston Society of Financial Analysts.
Dr. Johnson began his investing career in the investment management department of the Chemical Bank New York Trust Company (now Chase Manhattan Bank) in 1961.
From 1964 to 1983, he was a principal at David L.
Babson & Company, an investment counsel firm in Boston.
At Babson, he was a Senior Vice President and he managed portfolios for pension funds (including Oregon PERS), mutual funds and wealthy individuals.
The assets under his direct management totaled $750 Million.
From 1983 – 2000, Dr. Johnson was an Associate Professor at the School of Management at Boston University where he taught courses in Strategy, Leadership, and Organizational Behavior.
He is the co-author of The Middle Management Challenge, and is presently working on a book about entrepreneurs.
He has a BA from Cornell University, an MBA from New York University, and a Doctorate from Boston University.
He is a trustee of several foundations and educational institutions, including the Anna B. Stearns Foundation, the Grimes-King Foundation, Red Acre Farm, and Proctor Academy.
He is not related to Roger Johnson.
Anciens postes connus de Leonard W. Johnson
| Sociétés | Poste | Fin |
|---|---|---|
Coldstream Capital Management, Inc.
 Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis. | Gestionnaire de Portefeuille-Actions | 31/01/2009 |
Western Pacific Investment Advisers, Inc.
 Western Pacific Investment Advisers, Inc. Investment ManagersFinance Once a client's investment goals and objectives have been established for the portfolio, WP coordinates the investment management process. This involves establishing the proper asset allocation, recommending appropriate investments, preparing guidelines for investment management, selecting sub-advisers and overseeing the total costs of investment process. WP also communicates with the client's other advisors (accountants, attorneys and other investment professionals) to ensure that the client's personal matters are organized and coordinated. The firm monitors the performance of relevant areas of the client's investment picture, and reviews this information with the client at regular intervals. The firm specializes in the investment of a limited number of superior growth companies in each client's portfolio. They utilize proprietary in-house research to obtain economic, industry and company research reports from independent analysts and economists, as well as industry publications, street research and financial publications. WP conducts weekly research meetings. Their analysts and portfolio managers research companies for their investment potential. Those companies that meet the firm's stringent wealth-creating characteristics are included in their universe of premier growth companies. They buy a company when it possesses specific wealth-creating characteristics. Additionally, the business must be valued at a reasonable price relative to the expected earnings growth. A stock may be sold if the fundamental wealth-creating characteristics have changed or if the price exceeds the fair business value of the enterprise. | Président | 01/09/2005 |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | 01/01/2000 |
Chemical Banking Corp.
 Chemical Banking Corp. Regional BanksFinance Provides banking services | Corporate Officer/Principal | 01/01/1964 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis. | Finance |
Western Pacific Investment Advisers, Inc.
Western Pacific Investment Advisers, Inc. Investment ManagersFinance Once a client's investment goals and objectives have been established for the portfolio, WP coordinates the investment management process. This involves establishing the proper asset allocation, recommending appropriate investments, preparing guidelines for investment management, selecting sub-advisers and overseeing the total costs of investment process. WP also communicates with the client's other advisors (accountants, attorneys and other investment professionals) to ensure that the client's personal matters are organized and coordinated. The firm monitors the performance of relevant areas of the client's investment picture, and reviews this information with the client at regular intervals. The firm specializes in the investment of a limited number of superior growth companies in each client's portfolio. They utilize proprietary in-house research to obtain economic, industry and company research reports from independent analysts and economists, as well as industry publications, street research and financial publications. WP conducts weekly research meetings. Their analysts and portfolio managers research companies for their investment potential. Those companies that meet the firm's stringent wealth-creating characteristics are included in their universe of premier growth companies. They buy a company when it possesses specific wealth-creating characteristics. Additionally, the business must be valued at a reasonable price relative to the expected earnings growth. A stock may be sold if the fundamental wealth-creating characteristics have changed or if the price exceeds the fair business value of the enterprise. | Finance |
Boston University
Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Chemical Banking Corp.
Chemical Banking Corp. Regional BanksFinance Provides banking services | Finance |
