![Roger J. 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
Mr. Johnson is President of Western Pacific Investment Advisers, Inc. and a principal in the firm.
He joined Western Pacific in 1993 and is responsible for overseeing the management of client portfolios, marketing and the operations of the firm.
In 1970, Mr. Johnson began his investment career, first as a stockbroker at Walston & Co, then in 1973 as an institutional broker at E.F.
Hutton.
As a Vice President at A.G.
Edwards & Sons, Inc., he provided investment research to a number of leading investment managers located throughout the country.
He also provided investment advice and management to corporate retirement plans, pension funds (including Oregon PERS), foundations and individual clients.
Mr. Johnson is a ROTC, Distinguished Military Graduate from Gonzaga University, with a BA in Psychology and minors in Business Administration and Philosophy.
He served in the Infantry in the U.S.
Army, Vietnam.
Assignments included platoon leader in the 101st Airborne Division, Battalion Advisor for the South Vietnamese Army and as a General’s Aide d’Camp.
He was awarded numerous combat medals.
Civic and political activities are an important part of Roger’s life.
He is the founder and President of the Board of the Citizens Education Commission, the Founder and Board member of the Citizens Crime Commission, Board member of the Portland Opera Association, and Treasurer of Mouse Lake Farms.
Anciens postes connus de Roger J. 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. | President | 01/09/2005 |
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance Provides brokerage dealing services | Analyst-Equity | 01/01/1993 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
61
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance Provides brokerage dealing services | Finance |
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 |
