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Claudine Johnson

Claudine Johnson

Portfolio Manager at Stockman Wealth Management, Inc.

Kalispell, MT , United States

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

OrganizationRoleDate RangeDetails
Stockman Wealth ManagementPortfolio ManagerNov 2023 to Present
Edward JonesFinancial AdvisorFeb 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)

NameRoleLocation
J
Jennifer Hemphill
Investment OfficerBillings, MT , United States
Kary Parks
Kary Parks
Portfolio ManagerKalispell, MT , United States
Melissa Yackley
Melissa Yackley
Senior AnalystBillings, MT , United States
Kyle Geffre
Kyle Geffre
Senior Portfolio ManagerBillings, MT , United States
Molly Werk
Molly Werk
Portfolio ManagerMissoula, MT , United States
Nate Fisk
Nate Fisk
Portfolio ManagerBillings, MT , United States
Sean Burt
Sean Burt
Portfolio ManagerMissoula, MT , United States
Travis Hartman
Travis Hartman
Portfolio ManagerBozeman, MT , United States

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