Steve Johnson

Director, Investment Services at Public Trust Advisors, LLC

Steve Johnson, CTP has extensive work experience in the finance industry. Steve currently serves as the Director of Investment Services at Public Trust Advisors, LLC since October 2018. Prior to this role, Steve worked at Fidelity Investments for over 24 years, holding various positions including Senior Vice President and Vice President. Throughout their tenure at Fidelity, they successfully managed client relationships, led business development efforts, increased assets, and improved customer satisfaction. Before joining Fidelity, Steve also worked at FMR, LLC and Bank of America, where they had responsibilities in cash management, banking, and commercial lending. Steve is highly knowledgeable in financial operations, credit facilities, negotiation, and client services.

Steve Johnson, CTP attained a Bachelor of Science (B.S.) degree in Accounting & Finance from Merrimack College in the year 1980. In addition to their degree, they also hold various certifications including the Certified Treasury Professional (CTP) from AFP, which they obtained in October 1987. Steve also possesses the Former Series 7, 63, 51 certifications from the Financial Industry Regulatory Authority (FINRA), which they acquired in July 2010.

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Timeline

  • Director, Investment Services

    October, 2018 - present