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Nick Johnson
President and Chief Investment Officer, Shareholder at Willis Johnson & Associates, Inc.
About
Nick Johnson, CFA®, CFP®, is President and Chief Investment Officer at Willis Johnson & Associates in Houston, TX, where he leads the firm's Investment Committee and is responsible for overseeing asset allocation, investment strategy, and security selection. His role emphasizes serving corporate professionals and executives, particularly those from Houston’s oil and gas sector, optimizing their wealth through personalized financial planning and investment management.
Nick's investment expertise covers a diverse array of asset classes including equities, fixed income, and alternative investments, with a focus on designing strategies tailored for corporate benefit optimization and retirement planning for clients from companies like Shell, Chevron, and BP. As CIO, he has led the firm through a strategic overhaul in portfolio management, contributing to the firm's growth past the $1 billion AUM/AUA milestone.
Having earned a Bachelor of Science in Finance and Drama with a minor in Economics from Trinity University, Nick blends strong analytical skills with a passion for client relationships and educational initiatives. He is recognized for his commitment to lifelong learning, mentorship, and his involvement as an adjunct professor at the University of Houston Bauer College of Business, further elevating the standards of wealth management in the region.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Willis Johnson & Associates | President and Chief Investment Officer, Shareholder | Sep 2024 to Present | — |
| Willis Johnson & Associates | President and Shareholder | Jan 2020 to Present | — |
| Willis Johnson & Associates | Vice President - Senior Wealth Manager | Nov 2013 to Jan 2020 | The Senior Wealth Manager is responsible for leading client cases while supervising the development of an Associate Wealth Manager. They will prepare client financial plans and maintain all communica... |
| Willis Johnson & Associates | Wealth Manager | Oct 2011 to Nov 2013 | The Wealth Manager is responsible for leading select client cases independently of Senior Wealth Manager. They will prepare client financial plans and maintain all communication and correspondence wi... |
| Willis Johnson & Associates | Investment Analyst | May 2009 to Oct 2011 | • Researched mutual funds and ETFs • Tracked investment returns • Traded large blocks of client accounts |
| University of Houston | Adjunct Professor Of Finance | Jul 2017 to May 2025 | — |
Education
Trinity University
Bachelor of Science, Finance; Drama; minor in Economics
2005 — 2009
Skills & Expertise
Others at Willis Johnson & Associates, Inc. (3)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Houston, TX , United States | |
| Sr. Trader | Houston, TX , United States | |
| Investment Analyst | Houston, TX , United States |
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