Roger L. 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 L. Johnson
| Sociétés | Poste | Début |
|---|---|---|
Summa Global Advisors LLC
 Summa Global Advisors LLC Investment ManagersFinance Summa Global Advisors LLC provides investment advice. The private company is based in Portland, OR. The company was founded by Roger L. Johnson. | Fondateur | 01/10/2008 |
| Waverley Historic Foundation | Directeur/Membre du Conseil | - |
Anciens postes connus de Roger L. 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 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. | Corporate Officer/Principal | 01/01/2008 |
Western Pacific Investment Advisers, Inc.
 Western Pacific Investment Advisers, Inc. Investment ManagersFinance Founded by Leonard W. Johnson in 19888, Western Pacific Investment Advisers, Inc. (WP) is a registered investment advisor based in Portland, Oregon and has an office in Bellevue, Washington. They provide investment counsel and portfolio management services. | President | - |
Formation de Roger L. Johnson
| Gonzaga University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| BARRETT BUSINESS SERVICES, INC. | Commercial Services |
| Entreprise privées | 4 |
|---|---|
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. | Finance |
Western Pacific Investment Advisers, Inc.
Western Pacific Investment Advisers, Inc. Investment ManagersFinance Founded by Leonard W. Johnson in 19888, Western Pacific Investment Advisers, Inc. (WP) is a registered investment advisor based in Portland, Oregon and has an office in Bellevue, Washington. They provide investment counsel and portfolio management services. | Finance |
Summa Global Advisors LLC
Summa Global Advisors LLC Investment ManagersFinance Summa Global Advisors LLC provides investment advice. The private company is based in Portland, OR. The company was founded by Roger L. Johnson. | Finance |
| Waverley Historic Foundation |
