Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$2,000,000.00Target Investment:
$500,000.00
Skills
Chartered Financial Analyst
Certified Financial Planner
Investment Management
Wealth Management
Financial Analysis
Personal Financial Planning
Financial Advisory
Fiduciary
Portfolio Management
Operations Management
Retirement Planning
Mutual Funds
ETFs
Stocks
Employee Stock Options
Financial Services
Asset Allocation
Financial Planning
Insurance
Investments
Education
Lists including Justin
Work Experience
2019
Chief Investment Officer
2019
2016 - 2021
CIO & COO
2016 - 2021
2013 - 2016
Co-CIO and Wealth Manager
2014 - 2016
Associate Wealth Manager
2013 - 2014
2007 - 2013
Advisor
2007 - 2013