MARY ANN JOHNSON

Senior Investment Consultant

About Mary Ann

Mary Ann Johnson joined Castle Wealth Management in January 2018 when Johnson Custom Strategies, Inc. (JCS) combined its investment and consulting business with Castle Wealth Management. Mary Ann founded JCS, an independent investment consulting boutique located in Greenwich, CT, in 1992 that advised corporate pension and 401(k) plans, associations, foundations and private wealth.

Prior to forming Johnson Custom Strategies, Mary Ann served as a Director of Whitehead Sterling, a $1 billion family office in Greenwich, CT. Prior to that, Mary Ann was President of Tremont Partners, Inc., a division of Gabelli LLC. Recognized as an authority on hedge fund research, Mary Ann led Tremont’s team that acted as sub-advisor for both Goldman Sachs and Furman Selz proprietary hedge fund-of-fund offerings. Mary Ann gained her asset strategy and manager research expertise at Rogers, Casey & Barksdale, Inc. (RC&B) where, as a Principal of the firm, she oversaw manager research, selection and evaluation. She created custom multi-manager programs for the Virginia Supplemental Retirement System, Allied Signal Corp., Morton Thiokol, Inc., Burroughs Corp. and Batus, Inc. She designed and oversaw a multi-manager equity choice for Eastman Kodak’s 401(k) plan, the first of its kind, and selected hedge funds for the second ever fund of-hedge-funds. Prior to her consulting roles, Ms. Johnson’s experience Included security research, investment banking and investment management at Laird Incorporated; Loeb, Rhodes & Co., and Management Asset Corporation, respectively.

Mary Ann is a graduate of the University of Redlands, Redlands, CA, with a Bachelor of Arts in Business and Economics. She has been a speaker for the Institute for International Research, Pensions & Investments and wealth management conferences. She appeared on The Wall Street Journal Report’s Sunday morning TV documentary on hedge funds. She has written articles for Pensions & Investments and was a contributing author for the 2001 edition of Managing Hedge Fund Risk, published by Risk Books. She is a member of The Greenwich Roundtable, an invitation-only non-profit hedge-fund education organization. Mary Ann has served on the Board of the non-profit Council for Economic Education (CEE) since January 2011 to January 2021. She served on the Finance Committee of the Westchester Chapter of the Executive Women’s Golf Association (EWGA) and was its Finance Director from November 2016 to December 2017. In November 2020 she became the Treasurer of the LPGA Amateur Golf Association’s West Palm Beach

Chapter.

Mary Ann and her husband Robert moved their residence from

Mamaroneck, NY to Palm Beach, Florida in 2018.

Golf and investments are their hobbies.

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