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Jeffrey Johnson
Membre du Comité d'Investissement chez
Appleton Partners, Inc.
Profil
Mr. Harry L.
J.
Johnson is a Senior Vice President & Managing Director of Institutional Business Development at Appleton Partners, Inc. He is a member of Appleton’s Fixed Income Investment Committee and is responsible for business development and managing strategic institutional client relationships across multiple intermediary and wealth management channels.
Prior to joining Appleton in 2009, Mr. Johnson was a Senior Vice President of Fidelity Investments where he headed up Relationship Management for the Institutional Wealth Services division.
Prior to joining IWS, he was National Sales Manager for Fidelity Capital Markets Institutional Fixed Income Group.
He has served on the Regional Advisory Committee for the Security Industry and Financial Markets Association, and has been actively involved in the municipal securities business in both capital markets and asset management capacities.
He received his undergraduate degree from Middlebury College.
Postes actifs de Jeffrey Johnson
| Sociétés | Poste | Début |
|---|---|---|
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton is an active manager that manages fixed income, equity and balanced strategies. All their strategies emphasize high quality liquid securities, which helps enhance portfolio flexibility and mitigate risk. They employ rigorous fundamental analysis, complemented by macroeconomic and technical insights which create the foundation for informed investment decisions. The firm’s portfolios are built with strict buy/sell disciplines and incorporate diversification aimed at minimizing issue-specific and structural risks. Appleton specializes in municipal bond, taxable bond, and equity strategies, with domestic fixed income securities, large-cap equities, and exchange-traded funds (ETFs) generally comprising the major asset classes held by clients. Some client advisory accounts also include small-cap equities, mid-cap equities, mutual funds, and various other security types. | Membre du Comité d'Investissement | 01/01/2009 |
Anciens postes connus de Jeffrey Johnson
| Sociétés | Poste | Fin |
|---|---|---|
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Corporate Officer/Principal | 31/12/2008 |
Bond Market Association
 Bond Market Association Miscellaneous Commercial ServicesCommercial Services Operates a lobbying association for the financial services industry | Corporate Officer/Principal | - |
National Financial Services LLC (Trading Arm)
 National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Jeffrey Johnson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
50
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton is an active manager that manages fixed income, equity and balanced strategies. All their strategies emphasize high quality liquid securities, which helps enhance portfolio flexibility and mitigate risk. They employ rigorous fundamental analysis, complemented by macroeconomic and technical insights which create the foundation for informed investment decisions. The firm’s portfolios are built with strict buy/sell disciplines and incorporate diversification aimed at minimizing issue-specific and structural risks. Appleton specializes in municipal bond, taxable bond, and equity strategies, with domestic fixed income securities, large-cap equities, and exchange-traded funds (ETFs) generally comprising the major asset classes held by clients. Some client advisory accounts also include small-cap equities, mid-cap equities, mutual funds, and various other security types. | Finance |
National Financial Services LLC (Trading Arm)
National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Middlebury College
 Middlebury College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Finance |
Bond Market Association
Bond Market Association Miscellaneous Commercial ServicesCommercial Services Operates a lobbying association for the financial services industry | Commercial Services |
