Profil
Mr. Mark T.
Johnsen is a Chief Wealth Architect, Chief Executive Officer & Founder at Wealth Architects LLC.
He has over 29 years of experience in wealth management.
Prior to founding Wealth Architects in 2005, Mr. Johnsen worked for over 10 years with the investment firm Smith Barney in Palo Alto.
He has over 24 years wealth management experience.
Mr. Johnsen attended UCLA and earned his B.A. in Political Science and Business Administration.
Postes actifs de Mark Thomas Johnsen
| Sociétés | Poste | Début |
|---|---|---|
Wealth Architects LLC
Wealth Architects LLC Investment ManagersFinance Wealth Architects offers advice on several types of investments including, but not limited to, stocks, bonds, options, mutual funds, municipal securities, and real estateinvestments. However, the firm primarily allocates its client’s wealth management assets among mutual funds, exchange traded funds, and individual debt securities in accordance with the investment objectives of the client. Their portfolio managers base their investment analysis on modern portfolio theory. | Directeur Général | 01/01/2005 |
Anciens postes connus de Mark Thomas Johnsen
| Sociétés | Poste | Fin |
|---|---|---|
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | 31/12/2004 |
Formation de Mark Thomas Johnsen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of California, Los Angeles
University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Wealth Architects LLC
Wealth Architects LLC Investment ManagersFinance Wealth Architects offers advice on several types of investments including, but not limited to, stocks, bonds, options, mutual funds, municipal securities, and real estateinvestments. However, the firm primarily allocates its client’s wealth management assets among mutual funds, exchange traded funds, and individual debt securities in accordance with the investment objectives of the client. Their portfolio managers base their investment analysis on modern portfolio theory. | Finance |
















