Mark Thomas Johnsen
Chief Executive Officer presso Wealth Architects LLC
Profilo
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.
Posizioni attive di Mark Thomas Johnsen
Società | Posizione | Inizio |
---|---|---|
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. | Chief Executive Officer | 01/01/2005 |
Precedenti posizioni note di Mark Thomas Johnsen
Società | Posizione | Fine |
---|---|---|
Smith Barney & Co., Inc. | Corporate Officer/Principal | 31/12/2004 |
Formazione di Mark Thomas Johnsen
University of California, Los Angeles | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Smith Barney & Co., Inc. | Finance |
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 |
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