Roger L. Johnson
Founder at Summa Global Advisors LLC
Profile
Roger L.
Johnson is the founder of Summa Global Advisors LLC, which was founded in 2008, where he holds the title of Managing Partner.
Currently, he is the Director, Secretary & Treasurer at Waverley Historic Foundation.
Previously, he was the President & Chief Executive Officer at Western Pacific Investment Advisers, Inc. He also served as an Independent Director at Barrett Business Services, Inc. from 2011 to 2017.
Additionally, he was a Principal at Coldstream Capital Management, Inc. in 2008.
Mr. Johnson received his undergraduate degree from Gonzaga University.
Roger L. Johnson active positions
| Companies | Position | Start |
|---|---|---|
Summa Global Advisors LLC
 Summa Global Advisors LLC Investment ManagersFinance Summa Global Advisors LLC provides investment advice. The private company is based in Portland, OR. The company was founded by Roger L. Johnson. | Founder | 2008-09-30 |
| Waverley Historic Foundation | Director/Board Member | - |
Former positions of Roger L. Johnson
| Companies | Position | End |
|---|---|---|
| BARRETT BUSINESS SERVICES, INC. | Director/Board Member | 2017-05-31 |
Coldstream Capital Management, Inc.
 Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Corporate Officer/Principal | 2007-12-31 |
Western Pacific Investment Advisers, Inc.
 Western Pacific Investment Advisers, Inc. Investment ManagersFinance Founded by Leonard W. Johnson in 19888, Western Pacific Investment Advisers, Inc. (WP) is a registered investment advisor based in Portland, Oregon and has an office in Bellevue, Washington. They provide investment counsel and portfolio management services. | President | - |
Training of Roger L. Johnson
| Gonzaga University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| BARRETT BUSINESS SERVICES, INC. | Commercial Services |
| Private companies | 4 |
|---|---|
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Finance |
Western Pacific Investment Advisers, Inc.
Western Pacific Investment Advisers, Inc. Investment ManagersFinance Founded by Leonard W. Johnson in 19888, Western Pacific Investment Advisers, Inc. (WP) is a registered investment advisor based in Portland, Oregon and has an office in Bellevue, Washington. They provide investment counsel and portfolio management services. | Finance |
Summa Global Advisors LLC
Summa Global Advisors LLC Investment ManagersFinance Summa Global Advisors LLC provides investment advice. The private company is based in Portland, OR. The company was founded by Roger L. Johnson. | Finance |
| Waverley Historic Foundation |
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