Bruce H. Johnson, CIMA®

Wealth Advisor | Founder

"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 be part of 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, 1997 – Present

McDonald and Company, 1988 – 1997

Manley, Bennett, and McDonald, 1982 – 1987

Hometown

Holland, Michigan

Travel

My Top Three:

India
Slovakia
Boyne Falls, MI

What got you interested in this field?

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

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.

Community Service

Doulos Partners – Board Member
American Baptist Churches, Denomination Board & Endowment Committee Member
Higher Grounds – Board Chair
Camp Lake Louise – Board Chair
Michigan Municipal Employees Retirement System – Former Board Member for 16 years
Psalm 68 Five Ministries – Board Member

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.