Johan is a wealth and investment manager with Navigate Wealth Management. He is a native of Sweden and held a number of sales management positions prior to pursuing his bachelor and masters degrees in the United States. He works with high-net-worth individuals and families to develop investment plans and manage investment portfolios.
Johan focuses on helping attorneys, executives, and owners of privately held businesses plan for retirement, including the transfer of their business. Areas of planning include: preservation and growth of wealth, mitigating taxes, taking care of heirs, asset protection, and charitable giving.
Johan co-founded Navigate in 2014 to provide clients with a more personalized approach to their planning and investment management needs. He develops investment plans for each client as well as provide ongoing planning as client circumstances change, serving as a “Personal CFO” for his clients.
Individuals and families work with Johan to:
• Develop and implement comprehensive wealth managements plans to help them reach their goals
• Make smart decisions in today’s uncertain and marketing driven political and economic environment
• Receive independent and unbiased recommendations
Johan also supports advisors who want to own, manage and grow their own practices.
Throughout his career, Johan has been involved in most aspects of capital markets, both as an investment banker and investment manager. He manages assets for individuals and families, and has managed assets for institutions and endowments. On the investment banking side, Johan has assisted in raising capital and preparing companies for sale in many industries, including manufacturing and management companies.
Johan’s academic background is in finance. He concentrated in investment management for his Bachelor’s degree, graduating summa cum laude, and in financial engineering and risk management for his Master’s degree, both from the University of Alabama. Johan is a CFA Charterholder and a member of the CFA Society of Alabama.
Contact Johan at johan@navigatewealth.com or at 205.224.9500.