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Scot Johnson

Principal and Chief Investment Officer at Adell Harriman & Carpenter Inc.

Houston, TX , United States

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

OrganizationRoleDate RangeDetails
ADELL, HARRIMAN & CARPENTER, INC.Principal and Chief Investment OfficerJan 2019 to Present
Invesco USSenior Client Portfolio ManagerJan 2009 to Jan 2013
Invesco USSenior Portfolio ManagerJan 1998 to Jan 2009
Invesco USPortfolio ManagerJan 1995 to Jan 1998
The Johnson FamilyFamily SabbaticalJan 2013 to Jan 2019

Education

Vanderbilt University - Owen Graduate School of Management

Vanderbilt University

Bachelor of Arts, Economics

The Kinkaid School

Skills & Expertise

Financial Modeling
Corporate Branding
Investor Relations
Client Engagement
Mutual Funds
Structured Finance
Product Management
Investment Management
Portfolio Management
Analytical Skills
Simplifying the Complex
Wealth Management
Investment Strategies
Financial Services
Economics
Fixed Income
Asset Allocation
Competitive Analysis
Data Analysis
Risk Management

Others at Adell Harriman & Carpenter Inc. (3)

NameRoleLocation
S
Steve Adell
PrincipalHouston, TX , United States
Jennifer Barron
Jennifer Barron
PrincipalHouston, TX , United States
M
Mark B
PrincipalHouston, TX , United States

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