Scot Johnson
Principal and Chief Investment Officer at Adell Harriman & Carpenter Inc.
About
Scot W. Johnson, CFA, is Principal and Chief Investment Officer at Adell, Harriman & Carpenter, Inc. (AHC) in Houston, Texas, where he leads the firm's investment strategy and oversees portfolio management for a client base that includes high net worth individuals, family offices, trusts, and institutions. In this role, Johnson directs asset allocation decisions and the due diligence process across a range of equity and fixed income investments, with a particular focus on U.S. and global equities, taxable and tax-exempt fixed income, and multi-asset portfolios.
With over twenty years of investment industry experience, Johnson previously served as Senior Client Portfolio Manager and Senior Portfolio Manager at Invesco US, where he specialized in managing large-cap equity and multi-asset mandates for institutional and retail investors. His expertise spans portfolio construction, risk management, and client advisory for complex investment needs.
Johnson holds a Master’s degree from the Vanderbilt University Owen Graduate School of Management and a Bachelor of Arts in Economics from Vanderbilt University. He is a CFA charterholder, underscoring his commitment to professional excellence and ethical standards within the investment management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| ADELL, HARRIMAN & CARPENTER, INC. | Principal and Chief Investment Officer | Jan 2019 to Present | — |
| Invesco US | Senior Client Portfolio Manager | Jan 2009 to Jan 2013 | — |
| Invesco US | Senior Portfolio Manager | Jan 1998 to Jan 2009 | — |
| Invesco US | Portfolio Manager | Jan 1995 to Jan 1998 | — |
| The Johnson Family | Family Sabbatical | Jan 2013 to Jan 2019 | — |
Education
Vanderbilt University - Owen Graduate School of Management
Vanderbilt University
Bachelor of Arts, Economics
The Kinkaid School
Skills & Expertise
Others at Adell Harriman & Carpenter Inc. (3)
| Name | Role | Location |
|---|---|---|
S Steve Adell | Principal | Houston, TX , United States |
| Principal | Houston, TX , United States | |
M Mark B | Principal | Houston, TX , United States |
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