Jeffrey Jay Johannesen

Chief Strategy & Innovation Officer at RSM US LLP

Jeffrey Jay Johannesen

Jeffrey Jay Johannesen

Chief Strategy & Innovation Officer at RSM US LLP

Biography

Jeff has been with the firm since 1981 and became a partner in 1989. He serves as the Chief Strategy and Innovation Officer for RSM US and was previously the National Tax Leader. He is also a past member of the RSM Board of Directors.

Jeff also serves on the RSM Enterprise Leadership Team, Business Planning Committee, Combined Leadership Team, and other national steering committees.

Professional affiliations and credentials

* Certified public accountant, Iowa
* American Institute of Certified Public Accountants
* Iowa Society of Certified Public Accountants

Education

* Bachelor of Science, accounting, Southwest State University

Overview
RelSci Relationships

1706

Number of Boards

3

Contact Data
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Relationships
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President & Chief Executive Officer at RSM US Wealth Management LLC

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Chief Risk Officer at RSM US LLP

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Partner at RSM US LLP

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Office Managing Partner, Schaumburg at RSM US LLP

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Chief Financial Officer at RSM US LLP

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Chief Operating Officer at RSM US LLP

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National Tax Leader at RSM US LLP

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Chief Information Officer at RSM US LLP

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Office Managing Partner-Illinois at RSM US LLP

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Office Managing Partner, San Francisco at RSM US LLP

Relationship likelihood: Strong

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Jeffrey Jay Johannesen
Chief Strategy & Innovation Officer at RSM US LLP
Education
Memberships
Member
Current

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Member
Current

ADVANCING THE PROFESSIONAL SUCCESS OF OUR MEMBERS

Career History
Professional
2013 - Current

RSM US Wealth Management employs a multi-step due diligence process including quantitative screening, qualitative screening, a review and approval process, as well as ongoing review to determine investments for client portfolios. Investments are selected based each client's unique investment objectives, risk tolerance, and time horizons, among other considerations. RSM's recommendations include mutual funds, ETFs, separate account managers and individual bonds. Investments in bonds are limited to those that are investment grade at the time of purchase. RSM typically uses outside consultants in the areas of private placements (hedge funds) and separately managed accounts. RSM's investment approach focuses on long-term investment strategies that incorporate the principles of modern portfolio theory. They emphasize the development of broadly and globally diversified portfolios. RSM focuses on the issues and concerns of their clients, and tends to avoid decisions based on emotion or short-term forecasts. They purchase securities with the intent of holding them in the client's account for a year or longer.

Chief Strategy & Innovation Officer
1981 - Current

RSM US LLP engages in the provision of accounting services. The firm offers audit, tax, consulting, and wealth management services. It serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL.

Boards & Committees
Member, Board of Directors
Prior

RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL.

Political Donations
Other Affiliations

Jeffrey Jay Johannesen is affiliated with RSM US Wealth Management LLC, RSM US LLP, RSM US LLP

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Jeffrey Jay Johannesen. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Jeffrey Jay Johannesen's profile does not indicate a business or promotional relationship of any kind between RelSci and Jeffrey Jay Johannesen.