Lee R. Johnson, Jr., CFA
Lee Johnson joined Great Valley Advisor Group in 2016. He has 14 years combined finance and investment advisory experience. Lee’s primary responsibility is to coordinate the Firm’s investment management process by building and managing a variety of customized models across the risk spectrum for clients and advisors. He focuses on bottom-up, fundamental analysis to screen and analyze best-in-class companies and managers.
Lee earned the CFA charter in 2006 and is a member of the CFA Institute and the CFA Society of Philadelphia. He earned an MBA with a concentration in Finance from The George Washington University, Washington, DC, where he was selected as a Business Academic All-American. Prior to his finance career, Lee served 8 years in the United States Navy where he earned the rank of Lieutenant and qualified as Engineer Officer and Officer of the Deck aboard a fast attack nuclear submarine. Lee also earned a Bachelor of Science degree in Mechanical Engineering from Union College, Schenectady, NY. Lee is an Eagle Scout.
Lee currently serves as a member of the East Pikeland Township Open Space Committee where he helps to preserve land in the community. He also coaches youth basketball in Phoenixville and has volunteered on many non-profit organizations in the Phoenixville area.
Lee resides in Kimberton, PA with his wife Victoria and three children, twins Brendan and Madeleine, and younger brother Ethan. In his spare time, Lee enjoys reading, sailing, scuba diving and running with a local running group. He has finished the Disney and Philadelphia Marathons, countless half marathons and seven Falmouth Road Race runs in Cape Cod, MA.