Member Profile - Vivien Johnson, CFA, CFP®

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• Vivien Johnson, CFA, CFP^®   

• Managing Director, Pathstone

• LinkedIn Profile

• ACG Member Since: 2023

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Tell us about your role/firm.

I am a Wealth Advisor/Managing Director and shareholder of Pathstone, working in the Winter Park, FL office. Pathstone is a partner-owned multi-family office dedicated to serving high net worth and ultra-high net worth families, single family offices, foundations, and endowments. Our advisors provide an integrated suite of services designed to empower our clients to realize their unique goals and maintain their legacy. We offer comprehensive solutions tailored to meet the diverse needs of each client, ensuring that every aspect of wealth management is addressed with the highest level of expertise and care. Pathstone operates on a fiduciary standard, always acting in our clients' best interests.

What are you currently focused on?

We are living in unprecedented times for the financial markets. I help clients reach their preferred way of life and I am there for them in every step of the way, in all ways. I am open for new business and would love to help investors reach their financial goals. 

What have you gained from your ACG membership experience?

I love getting to know the professional members of the community, Orlando is a small town with a lot of great people in it. My favorite event is the progressive lunch (where we take turns at tables), and thanks to the variety of events I have been able to get to know professionals in other fields as well.

What's something people would be surprised to learn about you? 

I was born and raised in Hungary, have been married to a Mainer for 12 years, I am a CFA charterholder and CFP certificant, have 3 boys (yes, they are bilingual!) and I am an investment nerd who also loves to talk to people!