![Mark Wallace 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>)
Mr. Mark W.
Johnson is Financial Advisor at Morgan Stanley Smith Barney LLC.
Mr. Johnson has extensive years of experience in the financial services industry.
Prior to joining Morgan Stanley in October 2009, he was Vice President and Senior Portfolio Manager with JP Morgan.
Previously, he was Vice President and Senior Analyst at FA Asset Management and at Calamos Investments.
Earlier in his career, he was with Cleary Gull and became Vice President at Mesirow Financial and Barrinton Research.
Mr. Johnson earned a BA in Political Science & Economics from Southern Illinois University and an MBA in Finance from the University of Chicago.
He is a CFA charterholder.
He is a former elected official of the Winnebago County Board and a former board member of the Huntington Estates Homeowners Association Board in Naperville.
He currently serves as a member of the Resource Committee of Naperville Heritage Society and also serves as Treasurer of Naper Settlement.
| Sociétés | Poste | Fin |
|---|---|---|
Winnebago County Dental Association | Corporate Officer/Principal | - |
FA Asset Management, Inc.
 FA Asset Management, Inc. Investment ManagersFinance FA's portfolio management team seeks to produce stable, above market returns with below market risk. They accomplish this through a proprietary methodology of identifying and analyzing financial market and economic trends and using the results to select stocks for inclusion in the portfolio. Their Core approach to balanced management is to focus on the structure of a portfolio. They believe that a careful evaluation of asset allocation, sector selection, capitalization range and style allocation results in a portfolio that will outperform an appropriate benchmark over a market cycle. Fixed-income portfolios are constructed through a process of benchmark selection and appropriate portfolio construction. FA's purchase decisions lead them to first make sector and sub-sector allocation choices, taking into account short- and long-term objectives. The firm's Convertible Arbitrage strategy seeks to produce an attractive risk-adjusted rate of return utilizing convertible arbitrage. FA combines security selection with a portfolio construction methodology, balancing favorable fundamental and security modeling characteristics with a mix of industrial exposures. Their goals are to preserve capital in difficult market conditions and to enhance traditional asset class returns while controlling risk. The Enhanced S&P 500 Strategy is focused on U.S. company convertible bonds and FA neutrally hedges them with a short of the underlying common stock. | Gestionnaire de Portefeuille-Actions | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 4 |
|---|---|
FA Asset Management, Inc.
FA Asset Management, Inc. Investment ManagersFinance FA's portfolio management team seeks to produce stable, above market returns with below market risk. They accomplish this through a proprietary methodology of identifying and analyzing financial market and economic trends and using the results to select stocks for inclusion in the portfolio. Their Core approach to balanced management is to focus on the structure of a portfolio. They believe that a careful evaluation of asset allocation, sector selection, capitalization range and style allocation results in a portfolio that will outperform an appropriate benchmark over a market cycle. Fixed-income portfolios are constructed through a process of benchmark selection and appropriate portfolio construction. FA's purchase decisions lead them to first make sector and sub-sector allocation choices, taking into account short- and long-term objectives. The firm's Convertible Arbitrage strategy seeks to produce an attractive risk-adjusted rate of return utilizing convertible arbitrage. FA combines security selection with a portfolio construction methodology, balancing favorable fundamental and security modeling characteristics with a mix of industrial exposures. Their goals are to preserve capital in difficult market conditions and to enhance traditional asset class returns while controlling risk. The Enhanced S&P 500 Strategy is focused on U.S. company convertible bonds and FA neutrally hedges them with a short of the underlying common stock. | Finance |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Southern Illinois University
 Southern Illinois University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Winnebago County Dental Association |
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