Andrea Johnson, CFA, CIPM
Senior Principal
Biography
As Head of Client Portfolio Management, Andrea is involved in the management and oversight of Galliard’s fixed income and stable value portfolios. She is responsible for analyzing clients’ unique investment needs and ensuring that client portfolios draw maximum benefit from the investment team’s strategy decisions and trade ideas. In addition to her portfolio management responsibilities, Andrea is also actively involved in collaborating with Galliard’s relationship managers and provides her expertise when communicating with clients on portfolio strategy. Andrea also contributes to new product development and investment communications.
EXPERIENCE
• Joined Galliard in 2005; previously an investment sales associate and brokerage settlement specialist with Marshall & Ilsley Corporation
EDUCATION
• B.A., Economics and Spanish, Ripon College
• M.B.A., University of St. Thomas
• CFA® charterholder
• CIPM Certificant
MEMBERSHIPS
• CFA Society Minnesota