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Katherine Johnson

Katherine Johnson

Investment Research Analyst at Private Wealth Asset Management, LLC

San Antonio, TX , United States

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

OrganizationRoleDate RangeDetails
Private Wealth Asset ManagementInvestment Research AnalystDec 2021 to Present
Wells FargoInvestment SpecialistNov 1997 to May 2022

Skills & Expertise

Mutual Funds
Investment Management

Others at Private Wealth Asset Management, LLC (7)

NameRoleLocation
Bryan Jarman
Bryan Jarman
Partner, Portfolio ManagerMidland, TX , United States
Debra Wilkens
Debra Wilkens
Founding Partner and Portfolio ManagerAustin, TX , United States
Jeff Steiner
Jeff Steiner
Partner, Senior Portfolio ManagerSt. Louis, MO , United States
Tyler Schlumpf
Tyler Schlumpf
Partner, Senior Portfolio ManagerOmaha, NE , United States
Beth Rodriguez
Beth Rodriguez
Investment Research AnalystMarion, IA , United States
Brett Halley
Brett Halley
Chief Investment OfficerIA , United States
Cfp® Leslie Miller
Cfp® Leslie Miller
Partner, Senior Portfolio ManagerOmaha, NE , United States

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