Alexander Kimball Johnson

Expertise in IT and finance, delivering exceptional portfolio management for discerning clients.

My Career Journey

As a private wealth manager, I have dedicated over two decades to helping clients navigate the complexities of wealth management and achieve their financial goals. My career journey has been marked by a commitment to excellence, a passion for the industry, and a deep understanding of the unique needs of high-net-worth individuals and families.

Building a Solid Foundation

I began my career in the financial industry in 2000, joining BNY Capital Markets. During my four-year tenure, I honed my skills in investment analysis, portfolio management, and client relations. This experience laid the groundwork for my future success as a wealth manager.

Expanding My Expertise

In 2004, I took the next step in my career by joining JP Morgan Securities. Over the course of the next decade, I had the opportunity to work with a diverse clientele, ranging from entrepreneurs to multigenerational families. This experience allowed me to develop a deep understanding of the unique challenges and aspirations of high-net-worth individuals.

Embracing the Entrepreneurial Spirit

In 2014, I made the decision to join UBS Securities, where I was able to leverage my expertise and client relationships to build a thriving private wealth management practice. During my seven-year tenure, I successfully grew my client base and assets under management, solidifying my reputation as a trusted advisor.

Pursuing My Passion

In 2021, I made the bold move to launch my own private wealth management enterprise. This decision was driven by my desire to provide my clients with a more personalized and tailored approach to wealth management. As the founder and principal of my own practice, I am able to focus on delivering exceptional service and customized solutions that address the evolving needs of my clients.

Continuous Learning and Growth

Throughout my career, I have remained committed to staying at the forefront of industry developments and best practices. I regularly attend industry conferences, participate in continuing education programs, and collaborate with a network of financial professionals to ensure that I am always providing my clients with the most up-to-date and innovative strategies.

My career journey has been defined by a relentless pursuit of excellence, a deep passion for the industry, and a steadfast dedication to helping my clients achieve their financial goals. I am proud to continue this legacy as a private wealth manager, and I look forward to the opportunity to work with you and help you secure your financial future.