Lee R. Johnson, Jr., CFA

Lee R. Johnson, Jr., CFA

Lee Johnson has 17 years combined finance and investment advisory experience. Lee’s primary responsibility is to coordinate the Firm’s investment management process by building and managing a variety of customized models across the risk spectrum for clients. He focuses on bottom-up, fundamental analysis to screen and analyze quality companies and managers.

Lee earned the CFA charter in 2006 and is a member of the CFA Institute and the CFA Society of Philadelphia. He earned an MBA with a concentration in Finance from The George Washington University, Washington, DC, where he was selected as a Business Academic All-American. Prior to his finance career, Lee served 8 years in the United States Navy where he earned the rank of Lieutenant and qualified as Engineer Officer and Officer of the Deck aboard a fast attack nuclear submarine. Lee also earned a Bachelor of Science degree in Mechanical Engineering from Union College, Schenectady, NY. Lee is an Eagle Scout.

Lee has volunteered on many non-profit organizations in the Phoenixville area, and currently resides in Chester Springs, PA with his wife Victoria and three children, twins Brendan and Madeleine, and younger brother Ethan. In his spare time, Lee enjoys reading, sailing, scuba diving and running with a local running group.  He has finished the Disney and Philadelphia Marathons, countless half marathons and seven Falmouth Road Race runs in Cape Cod, MA.

Licenses

Series 66 – Held through Great Valley Advisor Group

Series 7 – Held through LPL Financial

Education

B.S. Mechanical Engineering (Cum Laude), Union College

U.S. Naval Nuclear Power School

MBA Finance, George Washington University

Designations

Chartered Financial Analyst® (CFA)

Contact Info