Kelly Johnson, CFA, CAIA
Kelly Johnson is a Portfolio Manager for Schwab Asset Management supporting the ThomasPartners Balanced Income Strategies.
Mr. Johnson joined Schwab in 2016. Most recently he was a portfolio strategist supporting the ThomasPartners® and Windhaven® Strategies, responsible for investment strategy communication and product development for investment research and portfolio management. Before that Mr. Johnson was a Schwab financial consultant on the Executive Services Team, providing customized financial advice to executives including retirement planning, equity compensation, and estate, tax trust, and charitable planning. Prior to Schwab, he was a senior investment consultant at City National Rochdale. Before that Mr. Johnson spent 13 years at PIMCO in several roles including senior vice president and client portfolio manager, and vice president and account manager. He began his career as a fixed income analyst, first at ICMA Retirement Corporation and then at Freddie Mac.
Mr. Johnson earned a Master of Business Administration from the Tuck School of Business at Dartmouth University and a Bachelor of Arts in accounting from Strayer University. He is a CFA® charterholder and a Chartered Alternative Investment Analyst (CAIA).