Shaun
Johnson

Fiera Capital Inc

CRD#6892774
Investment Advisor
in New York, NY

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About this Advisor

Shaun Johnson is a financial advisor based in New York, New York, working with Fiera Capital Inc. Shaun has previously held positions at Starbucks Coffee Company, University Of Texas, Austin, Gurtin Fixed Income Mgt LLC Dba Gurtin Municipal Bond Mgt, Foreside Fund Services, LLC, Pimco Investments LLC, Pacific Investment Management Company LLC, and Fiera Capital Inc. Shaun has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Shaun is part of Fiera Capital Inc, which operates out of New York, New York. The firm has 2 offices and 112 employees. The firm manages assets totaling $21.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Fiera Capital Inc includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

375 Park Avenue 8Th Floor
New York, NY 10152

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Fiera Capital Inc Brokerage Details

Total Assets Under Management

$21,425,823,296

NY Average: $7,464,549,021
Total Number of Employees

112

NY Average: 88
Total Number of Accounts

5,203

NY Average: 3,892
Average Account Size

$4,117,975

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Shaun Johnson Work History

2023 - Present (1 year)

Fiera Capital Inc

2023 - Present (1 year)

Foreside Fund Services, LLC

2021 - 2023 (2 years)

Pacific Investment Management Company LLC

2019 - 2023 (4 years)

Pimco Investments LLC

2018 - 2018 (< 1 year)

Foreside Fund Services, LLC

2017 - 2022 (5 years)

Gurtin Fixed Income Mgt LLC Dba Gurtin Municipal Bond Mgt

2015 - 2017 (2 years)

University Of Texas, Austin

2004 - 2015 (11 years)

Starbucks Coffee Company

Disclosures

Please visit the SEC profile of Shaun Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fiera Capital Inc

Josefa Palma
New York, NY
Eric Stroiman
New York, NY
Monte Dop
Boston, MA
Nana Edusei
New York, NY
Philip Bickel
New York, NY
Marcia Irwin
Boston, MA
Mark Toomey
Boston, MA
Scott Einhorn
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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