Johanna has worked at Raymond James since 2001 in various roles. Her most recent role as a Software Education Consultant for the Northeastern Division of the firm is what brought her to Alex. Brown. During her time as a consultant, she assisted the Philadelphia office with Deutsche Bank’s Private Client Services transition to Alex. Brown ‐ Raymond James, and was subsequently asked to join The Boris Kaplan Putrich Group. Johanna helps us maintain the high level of service we provide to our clients by assisting us with trading, research and planning. She holds a degree in finance from the University of Phoenix as well as the Series 7 and 63 securities licenses. Johanna’s passion for helping people goes beyond just her professional position. She has served as a volunteer for the Philadelphia Chapter of The Buoniconti Fund to Cure Paralysis, as well as Magee Rehabilitation Hospital in Philadelphia. Johanna grew up on St. Thomas in the U.S. Virgin Islands, but is originally from Philadelphia, where she lives today. In her free time, she enjoys yoga, painting, refinishing old furniture and helping friends with home design. She lives in Havertown, PA with her infant daughter, Brynn.
Peter Lynch