Profile
Mr. Johnson is President of Western Pacific Investment Advisers, Inc. and a principal in the firm.
He joined Western Pacific in 1993 and is responsible for overseeing the management of client portfolios, marketing and the operations of the firm.
In 1970, Mr. Johnson began his investment career, first as a stockbroker at Walston & Co, then in 1973 as an institutional broker at E.F.
Hutton.
As a Vice President at A.G.
Edwards & Sons, Inc., he provided investment research to a number of leading investment managers located throughout the country.
He also provided investment advice and management to corporate retirement plans, pension funds (including Oregon PERS), foundations and individual clients.
Mr. Johnson is a ROTC, Distinguished Military Graduate from Gonzaga University, with a BA in Psychology and minors in Business Administration and Philosophy.
He served in the Infantry in the U.S.
Army, Vietnam.
Assignments included platoon leader in the 101st Airborne Division, Battalion Advisor for the South Vietnamese Army and as a General’s Aide d’Camp.
He was awarded numerous combat medals.
Civic and political activities are an important part of Roger’s life.
He is the founder and President of the Board of the Citizens Education Commission, the Founder and Board member of the Citizens Crime Commission, Board member of the Portland Opera Association, and Treasurer of Mouse Lake Farms.
Former positions of Roger J. Johnson
| Companies | Position | End |
|---|---|---|
Coldstream Capital Management, Inc.
 Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Portfolio Manager-Equities | 31/01/2009 |
Western Pacific Investment Advisers, Inc.
 Western Pacific Investment Advisers, Inc. Investment ManagersFinance Founded by Leonard W. Johnson in 19888, Western Pacific Investment Advisers, Inc. (WP) is a registered investment advisor based in Portland, Oregon and has an office in Bellevue, Washington. They provide investment counsel and portfolio management services. | President | 01/09/2005 |
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Analyst-Equity | 01/01/1993 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Finance |
Western Pacific Investment Advisers, Inc.
Western Pacific Investment Advisers, Inc. Investment ManagersFinance Founded by Leonard W. Johnson in 19888, Western Pacific Investment Advisers, Inc. (WP) is a registered investment advisor based in Portland, Oregon and has an office in Bellevue, Washington. They provide investment counsel and portfolio management services. | Finance |
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