Private Wealth Financial Advisor
Managing Director – Investments
Senior Fundamental Choice Portfolio Manager

Justin knew what he wanted to be when he was a 12-year-old after besting students across New England in a stock-market competition. That experience, as well as the extraordinary circumstances of his upbringing, guides his singular approach as a financial advisor.

It is only by knowing your passions that he can help you realize the life you want to live. That’s because some people want to put their investable assets towards life experiences while others want to minimize spending to leave the largest nest egg possible behind for their family.

Justin prefers to think not just one step ahead, but 10. Not five years from now, but decades. This bigger-picture view can make a powerful difference in potential returns, as decisions made now could have long-lasting benefits. Once he has a better understanding of what matters most to you, he creates and implements investment strategies that offer the highest probability of generating the results you desire.

These strategies are constantly refined, customized, and developed over many years. They involve in-depth reviews of financial filings and use Justin’s screening methods to find investment opportunities that meet his high standards while aligning with your risk tolerance. The core values vital to this process include discipline, courage, and mastery with a goal of results.

Away from the office Justin was recognized as YMCA coach of the year. He coaches both track and cross country for Nike’s Bowerman Youth Track Club and St. Pius X. He enjoys quality time with his family, hiking, running, strength training and participates in competitive cycling.