Mark Thomas Johnsen
Directeur Général chez Wealth Architects LLC
Profil
Mr. Mark T.
Johnsen is a Chief Wealth Architect, Chief Executive Officer & Founder at Wealth Architects LLC.
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 LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Mountain View, California. The firm was founded by Mark Johnsen and Lois Cole in 2005 and is majority-owned by the Johnsen Family Living Trust. They provide comprehensive wealth management, wealth planning and wealth consulting services to individuals and their trusts, estates and retirement plans, pension and profit-sharing plans and charitable organizations. | Directeur Général | 01/01/2005 |
Anciens postes connus de Mark Thomas Johnsen
| Sociétés | Poste | Fin |
|---|---|---|
| Smith Barney & Co., Inc. | Corporate Officer/Principal | 31/12/2004 |
Formation de Mark Thomas Johnsen
| University of California, Los Angeles | Undergraduate Degree |
Expériences
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Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Wealth Architects LLC
Wealth Architects LLC Investment ManagersFinance Wealth Architects LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Mountain View, California. The firm was founded by Mark Johnsen and Lois Cole in 2005 and is majority-owned by the Johnsen Family Living Trust. They provide comprehensive wealth management, wealth planning and wealth consulting services to individuals and their trusts, estates and retirement plans, pension and profit-sharing plans and charitable organizations. | Finance |
| Smith Barney & Co., Inc. | Finance |
