Sign in

You're signed outSign in or to get full access.

Erik Johnson

Erik Johnson

Principal and Portfolio Manager at Cornerstone Advisory, LLC

Severna Park, MD , United States

About

Erik Johnson is Principal and Portfolio Manager at Cornerstone Advisory, LLC, based in Severna Park, Maryland, where he is one of the firm’s principal owners and leads portfolio management and investment strategy. He is responsible for overseeing client portfolios, providing investment advisory services, and developing tailored strategies with a focus on portfolio construction and risk management across a diverse range of client needs.

Johnson specializes in asset management, alternative investments, and wealth management, with particular expertise in portfolio allocation, equities, and private investment vehicles. As a Partner at Outcome Driven Fund and a former Vice President at Merrill Lynch, he has significant experience structuring portfolios encompassing both traditional and alternative asset classes, serving high-net-worth individuals and institutional clients.

He holds a BA in Accounting and Finance from Gettysburg College, combining strong analytical skills with decades of market experience. Notable achievements include being recognized among the Financial Times Top 300 Registered Investment Advisors in 2019 and serving as a board member at the Stewart and Marlene Greenebaum Cancer Center, reflecting his commitment to both industry excellence and community service.

Career History

OrganizationRoleDate RangeDetails
Cornerstone AdvisoryPrincipal and Portfolio ManagerAug 2011 to Present
Outcome Driven FundPartnerAug 2014 to Present
University of Maryland Medical CenterBoard Member, Stewart and Marlene Greenebaum Cancer CenterSep 2010 to Present
Private Fund AdvisorsPrincipalSep 1997 to Apr 2017
Merrill LynchVice PresidentJul 1991 to Jul 1997
Private Client Group
Bear StearnsIntern TraderMay 1991 to Aug 1991

Education

Gettysburg College

BA, Accounting & Finance

1987 1991

Skills & Expertise

Asset Managment
Asset Management
Investments
Employee Benefits
Equities
Asset Allocation
Portfolio Management
Financial Services
Investment Strategies
Finance
Alternative Investments
Wealth Management
Series 7
Strategic Planning
Management
Financial Advisory
Trading
Financial Modeling
Business Development
Tax
Tax Accounting
Corporate Tax
Accounting
Tax Preparation
Income Tax
Tax Compliance

Others at Cornerstone Advisory, LLC (4)

NameRoleLocation
Mike Gill
Mike Gill
Portfolio ManagerCockeysville, MD , United States
Tom Biddison
Tom Biddison
Managing PartnerCockeysville, MD , United States
Donald Huber
Donald Huber
PartnerBaltimore, MD , United States
Jim Foxen
Jim Foxen
Portfolio ManagerWashington, DC , United States

Similar Fund Managers

NameRoleFundLocation
Brian Sabo
Brian Sabo
PartnerVerdence Capital Advisors LLCLutherville-Timonium, MD , United States
M
Meg Sheil-Puopolo
PartnerVerdence Capital Advisors LLCBaltimore, MD , United States
A
Andrew Schenker
Chief Investment OfficerHeritage Investors Management Corp.Bethesda, MD , United States
Craig Lukin
Craig Lukin
Portfolio ManagerHeritage Investors Management Corp.Bethesda, MD , United States