Roger Johnson
Fondateur chez Summa Global Advisors LLC
Provenance du réseau au premier degré de Roger Johnson
Entité | Type d'entité | Industrie | |
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Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations.
9
| Private Company | Investment Managers | 9 |
Public Company | Personnel Services | 9 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Roger Johnson via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Lexington Global Asset Managers, Inc.
Lexington Global Asset Managers, Inc. Investment Banks/BrokersFinance Part of ING Groep NV, Lexington Global Asset Managers, Inc. is a company that provides asset management services. The company is based in Saddle Brook, NJ. Lexington Global Asset Managers was acquired by ReliaStar Financial Corp. on July 26, 2000 for $69.92 million. | Investment Banks/Brokers | Corporate Officer/Principal | |
Bishop Street Capital Management Corp.
Bishop Street Capital Management Corp. Investment ManagersFinance Bishop Street Capital Management Corp. (BSCM) is a SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm is a subsidiary of First Hawaiian Bank, ultimately held by First Hawaiian, Inc. (NASDAQ: FHB). BSCM serves as an investment advisor for separate accounts and the Bishop Street Funds. | Investment Managers | Portfolio Manager-Equities | |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Corporate Officer/Principal | |
CYTODYN INC. | Pharmaceuticals: Major | Corporate Officer/Principal | |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
BOWFLEX INC. | Recreational Products | Director of Finance/CFO | |
Intel Corp. (Investment Management)
Intel Corp. (Investment Management) Investment ManagersFinance Intel Corp. (Investment Management) (Intel-IM) is the investment division of Intel Corp. (NASDAQ: INTC), an American multinational corporation and technology company headquartered in Santa Clara, California. Intel-IM manages the investments of Intel Corp. | Investment Managers | Corporate Officer/Principal | |
Gevity HR, Inc.
Gevity HR, Inc. Personnel ServicesCommercial Services Gevity HR, Inc. provides human resources outsourced solutions. It offers payroll & payroll administration, benefits & benefits administration, risk management and loss prevention, worker's compensation & claims services as well as HR policies and procedures. The company was founded in 1993 and is headquartered in Bradenton, FL. | Personnel Services | Director of Finance/CFO | |
Boston University | College/University | Corporate Officer/Principal | |
Drexel University | College/University | Masters Business Admin | |
Arizona State University | College/University | Masters Business Admin | |
California State University-San Marcos | College/University | Undergraduate Degree | |
University of Alberta | College/University | Undergraduate Degree | |
Oregon Health & Science University | College/University | Director/Board Member | |
Rowan University | College/University | Undergraduate Degree | |
Washington State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Irvine | College/University | Masters Business Admin | |
Regence BlueCross BlueShield of Utah
Regence BlueCross BlueShield of Utah Life/Health InsuranceFinance Regence BlueCross BlueShield of Utah provides health, dental, vision, life, disability, individual, group and medicare supplemental insurance benefits and administrative services. It offers BlueChoices, the consumer-directed benefits plan network. The company was founded in 1942 and is headquartered in Portland, OR. | Life/Health Insurance | Director of Finance/CFO | |
Regence BlueCross BlueShield of Oregon
Regence BlueCross BlueShield of Oregon Medical/Nursing ServicesHealth Services Regence BlueCross BlueShield of Oregon provides health insurance services. The firm provides life, disability and short term medical insurance services to members in Idaho, Utah and Washington. The company was founded in 1941 and is headquartered in Portland, OR. | Medical/Nursing Services | Director of Finance/CFO | |
Cambia Health Solutions, Inc.
Cambia Health Solutions, Inc. Medical/Nursing ServicesHealth Services Cambia Health Solutions, Inc. provides health care and services. The company was founded in 1917 and is headquartered in Portland, OR. | Medical/Nursing Services | Director of Finance/CFO | |
South Dakota State University | College/University | Undergraduate Degree | |
Regence Blueshield (Investment Portfolio)
Regence Blueshield (Investment Portfolio) Investment ManagersFinance Regence Blueshield (Investment Portfolio) is the investment portfolio division of Regence Blueshield, an insurance management firm headquartered in Seattle, Washington. They are ultimately owned by Cambia Health Solutions, Inc. The firm provides investment management solutions for individuals and families. | Investment Managers | Director of Finance/CFO | |
Commencement Bay Life Insurance Co. (Investment Portfolio)
Commencement Bay Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Commencement Bay Life Insurance Co. (Investment Portfolio) (CBLIC-IP) is the investment portfolio division of Commencement Bay Life Insurance Co., an insurance company headquartered in Portland, Oregon. CBLIC-IP manages the client’s investment portfolio. | Investment Managers | Director of Finance/CFO | |
The Children's Heart Foundation (Illinois) | Treasurer | ||
CHUBB LIMITED | Property/Casualty Insurance | Corporate Officer/Principal | |
Admiral Insurance Co.
Admiral Insurance Co. Specialty InsuranceFinance Admiral Insurance Co. provides insurance services. It specializes in professional liability, commercial casualty, and commercial property. The company was founded in 1979 and is headquartered in Mount Laurel, NJ. | Specialty Insurance | Comptroller/Controller/Auditor | |
Chubb Alternative Risk Solutions, Inc. | Corporate Officer/Principal | ||
Hmh Agency
Hmh Agency Miscellaneous Commercial ServicesCommercial Services HMH Agency operates a public relations and communication agency. The private company is based in Portland. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Massachusetts | College/University | Undergraduate Degree | |
University of Idaho | College/University | Undergraduate Degree | |
Columbia Sportswear Commercial (Shanghai) Co., Ltd.
Columbia Sportswear Commercial (Shanghai) Co., Ltd. Wholesale DistributorsDistribution Services Columbia Sportswear Commercial (Shanghai) Co., Ltd. engages in the distribution of outdoor sportswear. Its products include clothing, shoes, hats, knitted goods, travel and sports bags, swimming clothing and accessories, glasses, watches, leather bags and leather goods, sporting goods and equipment, electronic products, personal care products, and cosmetics. It also provides agency, marketing, after-sales support, and consulting services. The company was founded on March 18, 2013 and is headquartered in Shanghai, China. | Wholesale Distributors | Director/Board Member | |
Timberline Investment Management LLC
Timberline Investment Management LLC Investment ManagersFinance Timberline Investment Management LLC (Timberline) is an independent wealth management firm headquartered in West Linn, Oregon. The firm was founded by Gregg Giboney in 2005. Timberline provides investment management services for individual and institutional clients. | Investment Managers | Chief Executive Officer | |
University of Portland | College/University | Masters Business Admin | |
University of Oregon | College/University | Masters Business Admin | |
Corporate Management Advisors, Inc. | Director of Finance/CFO | ||
First Hawaiian Bank
First Hawaiian Bank Regional BanksFinance First Hawaiian Bank offers banking services to consumer and commercial customers including deposit products, loans, wealth management, insurance, trust, retirement planning, credit card and merchant processing services. The company was founded in 1858 and is headquartered in Honolulu, HI. | Regional Banks | Corporate Officer/Principal |
Statistiques
Internationale
Etats-Unis | 43 |
Canada | 2 |
Suisse | 2 |
Chine | 2 |
Sectorielle
Finance | 18 |
Consumer Services | 16 |
Commercial Services | 4 |
Consumer Durables | 3 |
Health Services | 3 |
Opérationnelle
Corporate Officer/Principal | 22 |
Director of Finance/CFO | 15 |
Portfolio Manager-Equities | 13 |
Undergraduate Degree | 10 |
Director/Board Member | 8 |
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