Mark Thomas Johnsen
Vorstandsvorsitzender bei Wealth Architects LLC
Profil
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.
Aktive Positionen von Mark Thomas Johnsen
Unternehmen | Position | Beginn |
---|---|---|
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. | Vorstandsvorsitzender | 01.01.2005 |
Ehemalige bekannte Positionen von Mark Thomas Johnsen
Unternehmen | Position | Ende |
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Smith Barney & Co., Inc. | Corporate Officer/Principal | 31.12.2004 |
Ausbildung von Mark Thomas Johnsen
University of California, Los Angeles | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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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 |
Smith Barney & Co., Inc. | Finance |