Robert JohnsonAAPA, CEPA®, CMFC®
Senior Vice President•Business Development Officer
Robert JohnsonAAPA, CEPA®, CMFC®
Senior Vice President•Business Development Officer
Rob Johnson is a business development officer for CIBC Private Wealth in Texas with over 25 years of financial industry experience. In this role, Rob services high-net-worth clients, foundations, endowments, trusted intermediaries and family office clients.
Previously, Rob held executive leadership positions with several established firms in the financial services industry. Rob was director of the investment platform at Voya Financial, head of wealth management at Kestra Financial and head of strategic partnerships at Lincoln Financial. In these roles, Rob was responsible for directing the investment platforms and overseeing investment product due diligence at several of the largest wealth management firms in the United States.
Rob received his Bachelor of Science degree in finance from The University of Connecticut and holds a certificate in Family Enterprises and Wealth from Columbia Business School. Rob has been featured in various publications, including Forbes, Barrons, US News & World Report, The Street, AARP, Accounting Today, Wealth Management.com and InvestmentNews.
Rob is actively involved in his local community by supporting youth sports, including the Lake Travis Football and Lake Travis Rugby Booster Clubs. Rob is a member of the Longhorn Foundation at The University of Texas and sits on the Global Investment & Innovation Council for Opportunity Austin.
Disclosures
Certified Exit Planning Advisor (CEPA®) and CEPA® are registered trademarks owned by the Exit Planning Institute (EPI). The CEPA designation is awarded to professionals who complete a rigorous executive-level education program, study the Value Acceleration Methodology™, and pass a comprehensive examination.
The Chartered Mutual Fund Counselor™ (CMFC®) is a professional designation for financial advisors specializing in mutual funds, asset allocation, and tax-efficient investing. Administered by the College for Financial Planning, the program is discontinued for new candidates, though existing designees maintain their certification through ongoing education.
