Steve Johnson, CFA, is a senior portfolio manager at SVB Asset Management (SAM) based in the San Francisco Bay Area, where he and his team are responsible for the overall strategy, security selection and risk management of client portfolios. His work, which he describes as “beyond rewarding,” combines two of his greatest passions: people and financial markets. Steve thrives on the process of getting to know each of his clients, developing a deep understanding of their unique set of financial challenges and coming up with strategies that allow them to achieve their goals.
Colleagues past and present recognize Steve as a proven communicator. Before joining SVB, he worked at Wells Fargo Asset Management as a portfolio specialist for the Montgomery Fixed Income team. This involved serving as a client point of contact and distilling his team’s investment philosophy, processes, portfolio construction and portfolio positioning for current and prospective institutional clients. In this role, he worked with consultants and institutional clients, including endowments and foundations, corporate defined benefit and contribution plans and subadvisors. Prior to that, he was an associate at Morgan Stanley in an institutional sales role, facilitating trading for West Coast institutions including pension funds, corporate treasurers and asset managers.
Steve holds a bachelor’s degree in economics from Duke University as well as a master’s degree in management studies from Duke’s Fuqua School of Business.
No matter where he lands, Steve finds his athletic niche. Growing up in Colorado, he enjoyed skiing, hiking and mountain biking. While at Duke, he played varsity basketball and was a high jumper on the varsity track team. Now that he’s lived in California for a few years, he’s added beach volleyball and running to his list of pursuits. To stay in shape, he continues to play in a number of basketball leagues in San Francisco.