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Roger Johnson
Fondateur chez
Summa Global Advisors LLC
Profil
Roger L.
Johnson is the founder of Summa Global Advisors LLC, which was founded in 2008, where he holds the title of Managing Partner.
Currently, he is the Director, Secretary & Treasurer at Waverley Historic Foundation.
Previously, he was the President & Chief Executive Officer at Western Pacific Investment Advisers, Inc. He also served as an Independent Director at Barrett Business Services, Inc. from 2011 to 2017.
Additionally, he was a Principal at Coldstream Capital Management, Inc. in 2008.
Mr. Johnson received his undergraduate degree from Gonzaga University.
Postes actifs de Roger Johnson
| Sociétés | Poste | Début |
|---|---|---|
Summa Global Advisors LLC
 Summa Global Advisors LLC Investment ManagersFinance Provides investment advice | Fondateur | 01/10/2008 |
Waverley Historic Foundation | Directeur/Membre du Conseil | - |
Anciens postes connus de Roger Johnson
| Sociétés | Poste | Fin |
|---|---|---|
| BARRETT BUSINESS SERVICES, INC. | Directeur/Membre du Conseil | 01/06/2017 |
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. | Corporate Officer/Principal | 01/01/2008 |
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 | - |
Formation de Roger Johnson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
16
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Barrett Business Services, Inc.
 Barrett Business Services, Inc. Personnel ServicesCommercial Services Provides human resources management services | Commercial Services |
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 |
Gonzaga University
 Gonzaga University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Summa Global Advisors LLC
Summa Global Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
Waverley Historic Foundation |
