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Lee Robert Johnson
Chief Investment Officer at Great Valley Advisor Group, Inc.
Profile
Mr. Lee R.
Johnson is a Chief Investment Officer at Great Valley Advisor Group, Inc. He has over 14 years of combined finance and investment advisory experience.
He joined the firm in 2016.
His 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 and advisors.
He focuses on bottom-up, fundamental analysis to screen and analyze best-in-class companies and managers.
Prior to his finance career, he served eight 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.
He earned the CFA charter in 2006 and is a member of the CFA Institute and the CFA Society of Philadelphia.
He earned an MBA degree with a concentration in Finance from The George Washington University, Washington, DC.
He obtained a Bachelor of Science degree in Mechanical Engineering from Union College, Schenectady, NY.
Lee Robert Johnson active positions
Companies | Position | Start |
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Great Valley Advisor Group, Inc.
![]() Great Valley Advisor Group, Inc. Investment ManagersFinance Great Valley Advisor Group, Inc. (GVA) is a SEC-registered investment adviser headquartered in Wilmington, Delaware. The firm was founded in 1986 and is a subsidiary of Great Valley Advisor Group LLC, which is owned by GVA Management Holding, Inc. GVA offers investment advisory services to individuals, high-net-worth individuals, retirement plans, corporations, LLCs, profit-sharing plans, trusts, charitable organizations and state or municipal government entities. | Chief Investment Officer | 2016-02-29 |
Training of Lee Robert Johnson
George Washington University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Great Valley Advisor Group, Inc.
![]() Great Valley Advisor Group, Inc. Investment ManagersFinance Great Valley Advisor Group, Inc. (GVA) is a SEC-registered investment adviser headquartered in Wilmington, Delaware. The firm was founded in 1986 and is a subsidiary of Great Valley Advisor Group LLC, which is owned by GVA Management Holding, Inc. GVA offers investment advisory services to individuals, high-net-worth individuals, retirement plans, corporations, LLCs, profit-sharing plans, trusts, charitable organizations and state or municipal government entities. | Finance |
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