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Katherine Johnson
Investment Research Analyst at Private Wealth Asset Management, LLC
About
Katherine Johnson is an Investment Research Analyst at Private Wealth Asset Management in San Antonio, TX, where she is responsible for conducting in-depth market and securities research to support the firm’s investment decisions. In her current role, she provides analytical insights into portfolio construction, asset allocation, and investment strategy tailored to high-net-worth individuals and family clients.
Her career spans over two decades, including extensive experience as an Investment Specialist at Wells Fargo from 1997 to 2022, where she focused on client portfolio management, wealth planning, and investment advisory services. At Private Wealth Asset Management, Katherine’s research primarily covers traditional equity and fixed income markets, and she contributes to strategy discussions on diversification across sectors relevant to private wealth clients.
While formal education credentials are not publicly documented, Katherine is recognized for her deep industry expertise in private wealth management, research-driven portfolio design, and long-standing service to the San Antonio wealth community. Her achievements include consistently delivering tailored investment recommendations and supporting clients across multiple market cycles with a disciplined research approach.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Private Wealth Asset Management | Investment Research Analyst | Dec 2021 to Present | — |
| Wells Fargo | Investment Specialist | Nov 1997 to May 2022 | — |
Skills & Expertise
Others at Private Wealth Asset Management, LLC (7)
| Name | Role | Location |
|---|---|---|
| Partner, Portfolio Manager | Midland, TX , United States | |
| Founding Partner and Portfolio Manager | Austin, TX , United States | |
| Partner, Senior Portfolio Manager | St. Louis, MO , United States | |
| Partner, Senior Portfolio Manager | Omaha, NE , United States | |
| Investment Research Analyst | Marion, IA , United States | |
| Chief Investment Officer | IA , United States | |
| Partner, Senior Portfolio Manager | Omaha, NE , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Managing Partner | Wealthplan Investment Management, LLC | Sioux City, IA , United States | |
R Robert Taylor | Managing Partner | Wealthplan Investment Management, LLC | Allendale, NJ , United States |