Benjamin P. Johnson, CFA
Partner, Head of Portfolio Construction
As a Summit Trail Partner and a member of the Investment Team, Ben focuses on providing customized investment advice to the firm’s clients. Based on our investment philosophy, asset allocation and manager selection views, this advice is tailored to reflect the unique investment and financial profile of each client.
Prior to joining Summit Trail, Ben was Director of the Portfolio Consulting team and a member of the Americas Investment Committee at Barclays Wealth. There he was responsible for providing customized asset allocation and portfolio implementation advice for families, endowments, foundations and family offices. He also built and led the investment effort for the firm’s Captive Insurance business. Ben had previously worked at Lehman Brothers in a similar capacity and joined Barclays in 2008 through the Lehman Brothers acquisition. He began his career at Sanford C. Bernstein. Ben is a CFA Charterholder and a member of the Chicago Society of Security Analysts.
B.S., Economics and Finance, magna cum laude, Utah State University
M.B.A. with honors, Beta Gama Sigma, University of Chicago Booth School of Business