Bruce H. Johnson, CIMA®

"Today, our clients are truly seeking help to live their best possible life, to engage in deep and meaningful conversations and to incorporate the best of all their world into a comprehensive strategy for living purposeful lives, and I feel privileged to be able to lead an organization that can accomplish that."

With CapTrust Since

1997

College / Degrees

University of Kansas – BGS in Labor Relations and Personnel Administration

Professional Certifications & Equipping

Certified Investment Management Analyst® Professional

Alternative Investments Program administered by  Investments & Wealth Institute™ and taught in conjunction with the Wharton School, University of Pennsylvania

Engaging and Retaining Heir Families administered by the Institute for Preparing Heirs

Advanced Investment Strategist Certificate administered by Investments & Wealth Institute™

Experience

CapTrust Financial Advisors, Founder & President, 1997 – Present

McDonald and Company, 1988 – 1997

Manley, Bennett, and McDonald, 1982 – 1987

Hometown

Holland, Michigan

Family

My beautiful wife Margie and I have been blessed with five great kids who are all now adults. We love being grandparents and our life is filled to overflowing as we continue to make family a top priority. Visiting our children wherever they land is high on our list.

Hobbies and Relaxation

My perfect day away from the office starts with a good game of golf and ends with time well spent at the family cabin – enjoying the company and reading.

Travel

My Top Three:

  • India
  • Slovakia
  • Boyne Falls, MI

Community Service

  • Camp Lake Louise – Board Chair
  • Michigan Municipal Employees Retirement System, Board Member for 16 years
  • Psalm 68 Five Ministries – Board Member

My Money Mind®

  • Protection
  • Commitment
  • Happiness

What got you interested in this field?

A desire to help people in ways that will truly be transformative.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for certification.

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