Financial Solutions for your Family and Business
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About

Trusted advisor and fiduciary to individuals, families and their businesses

 

Profession

 
The driving force of any profession includes not only the special knowledge, skills and standards that it demands, but the duty to serve responsibly, selflessly and wisely, and to establish an inherently ethical relationship between professionals and society. The old notion of trusting and being trusted — which once was not only the accepted standard of business conduct but the key to success — came to be seen as a quaint relic of an era long gone.
— John C. Bogle, (April 20, 2009). A Crisis of Ethic Proportions. The Wall Street Journal.
 

Working Together

At ZHP Capital I know that finding the right advisor to represent you is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.

Changing Your Advisor


Whether our relationship is for investment management, tax preparation or business finance and consulting, you can count on receiving the highest level of rights as my client.

CFA Statement of Investor Rights


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I promise this will not be your experience at ZHP!


 
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principal

David B. Johnson, CFA

Dave Johnson worked for over twenty years in the institutional investment management business, and is currently Principal of ZHP Capital. Previously, he served as Chief Operating Officer of a registered investment adviser with over $3 billion in assets under management. Prior to that, he managed fixed income portfolios for a variety of organizations, including mutual funds, insurance companies and institutional pension advisers.

Dave received a BA in Economics and Political Science from Iowa State University, and an MBA in Finance from the University of Chicago. Dave is a CFA charterholder

After twenty years living and working in the New York and Los Angeles metropolitan areas, Dave and his wife returned to raise their teenage children in the Chicago area. While the children have moved on to college and careers, Dave and his wife reside in the NW suburbs with their three dogs. Dave is an avid baseball fan, rooting for two teams, the St. Louis Cardinals and whoever plays the Cubs. He also enjoys woodworking, and a fine glass of wine, but not at the same time.

Education

CFA Institute
Charter awarded, 2008

University of Chicago
Masters in Business Administration, 1985
Finance specialization

Iowa State University
B.A., Economics, 1982

Activities & Affiliations

  • CFA Institute and CFA Society of Chicago

  • National Association of Tax Preparers

  • QuickBooks On-line Advanced Certification Pro

Other Interests