Vivien Johnson
CFA, CFP®
Managing Director
- Shareholder
As a Managing Director in Pathstone’s Winter Park office, Vivien provides investment advice and advanced planning for individual and institutional clients.
Prior to joining Pathstone, Vivien was a Vice President and Wealth Advisor for WaterOak Advisors. Before that, she was a Portfolio Associate at Morgan Stanley; had worked in Trust Operations at Seaside National Bank & Trust and in Wealth Management at a registered investment advisor in Portland, Maine.
Vivien earned her BA from the Budapest Business School in Budapest, Hungary and a BA from Avans Hogeschool in Breda, Netherlands. She is a Certified Financial Planner™ (CFP®) and holds the Chartered Financial Analyst (CFA) designation. She is also a Board Member of the CFA Society Orlando and a member of the CFA Institute. Originally from Hungary, Vivien currently resides in Orlando, FL with her husband and two sons. She is an avid runner and speaks Hungarian and German (partial).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The uses of the CFA Marks are governed by the Code of Ethics and standard VII(B) of the Standards of Professional Conduct and applicable laws. CFA Marks can only be used by charterholders who are dues paying members of CFA Institute not subject to certain Professional Conduct violations and whose rights to use the CFA designation have not been suspended or revoked.
Group
Certification
Office
As a Managing Director in Pathstone’s Winter Park office, Vivien provides investment advice and advanced planning for individual and institutional clients.
Prior to joining Pathstone, Vivien was a Vice President and Wealth Advisor for WaterOak Advisors. Before that, she was a Portfolio Associate at Morgan Stanley; had worked in Trust Operations at Seaside National Bank & Trust and in Wealth Management at a registered investment advisor in Portland, Maine.
Vivien earned her BA from the Budapest Business School in Budapest, Hungary and a BA from Avans Hogeschool in Breda, Netherlands. She is a Certified Financial Planner™ (CFP®) and holds the Chartered Financial Analyst (CFA) designation. She is also a Board Member of the CFA Society Orlando and a member of the CFA Institute. Originally from Hungary, Vivien currently resides in Orlando, FL with her husband and two sons. She is an avid runner and speaks Hungarian and German (partial).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The uses of the CFA Marks are governed by the Code of Ethics and standard VII(B) of the Standards of Professional Conduct and applicable laws. CFA Marks can only be used by charterholders who are dues paying members of CFA Institute not subject to certain Professional Conduct violations and whose rights to use the CFA designation have not been suspended or revoked.
