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About
Claudine Johnson is a Portfolio Manager at Stockman Wealth Management, Inc., based in Kalispell and Whitefish, Montana. In this role, she is responsible for overseeing client portfolios, providing tailored investment strategies, and conducting portfolio reviews for individuals and families to help them achieve their financial goals. Her work involves direct engagement with clients to assess objectives and risk preferences.
With a strong background as a Financial Advisor at Edward Jones, Claudine brings nearly nine years of experience guiding clients through asset allocation, retirement planning, and investment management. Her expertise spans equities, fixed income, and mutual funds, with a focus on individual investor portfolios and wealth preservation for local communities.
Claudine holds a Bachelor of Arts in Communication and Media Studies and has pursued studies in international business at Arizona State University. She is recognized for her ability to communicate complex investment concepts clearly and her commitment to personalized wealth management services. Claudine has earned a reputation for her attentive client service and her contributions to broadening financial literacy in Northwest Montana.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Stockman Wealth Management | Portfolio Manager | Nov 2023 to Present | — |
| Edward Jones | Financial Advisor | Feb 2015 to Nov 2023 | — |
Education
Arizona State University
Bachelor of Arts - BA, Communication and Media Studies
Arizona State University
Business, International
Others at Stockman Wealth Management, Inc. (8)
| Name | Role | Location |
|---|---|---|
J Jennifer Hemphill | Investment Officer | Billings, MT , United States |
| Portfolio Manager | Kalispell, MT , United States | |
| Senior Analyst | Billings, MT , United States | |
| Senior Portfolio Manager | Billings, MT , United States | |
| Portfolio Manager | Missoula, MT , United States | |
| Portfolio Manager | Billings, MT , United States | |
| Portfolio Manager | Missoula, MT , United States | |
| Portfolio Manager | Bozeman, MT , United States |
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