Profiel
Mr. Ron T.
Johnson, CFA, is Chief Financial Officer & Partner at Litman.
Prior to that, Mr. Johnson spent four years at Deloitte & Touche with their Executive Financial Counseling Group and three years at Bank of America working with the bank's high net worth clients.
Mr. Johnson also was a Director and Consultant to Bank Valuation for six years.
Mr. Johnson experience includes research on global economic trends, valuations of markets and investment styles, as well as design of asset allocation models and Litman/Gregory's proprietary mutual fund ranking system.
He is a member of the Association for Investment Management and Research, and has earned the right to use the Chartered Financial Analyst (CFA) designation.
Mr. Johnson is a graduate of University of California in Los Angeles where he earned his BS in Chemical Engineering.
He also completed graduate studies in taxation at Golden Gate University.
Eerdere bekende functies van Ron T. Johnson
Bedrijven | Functie | Einde |
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Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | 01-01-1991 |
Banc of America Capital Management LLC | Corporate Officer/Principal | 01-01-1987 |
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Financieel Directeur/CFO | - |
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Bedrijven in privébezit | 3 |
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Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
Banc of America Capital Management LLC | Finance |