Meet Justin, our Senior Portfolio Manager
As our Senior Portfolio Manager, Justin ensures our clients' portfolios are appropriately positioned. Our portfolio management process provides a personalized investment experience, considering each client's unique circumstances, goals, and preferences. Whether the goal is capital preservation, income generation, or long-term growth, a tailored portfolio strategy can be developed to meet those specific needs.
Background, Education, and Professional Qualifications
Justin joined Relevant Wealth in 1999, bringing valuable experience from his time as an Investment Adviser at Fidelity Investments, where he managed individual portfolios, provided product education, and led a team of equity traders.
He earned his Bachelor of Science in Marketing and Economics from Utah State University. Justin holds several professional designations, including Chartered Financial Analyst (CFA), Registered Investment Adviser, General Securities Representative, and NYSE Supervisory Analyst.
Justin is an active member of the CFA Institute and the Security Analysts of San Francisco. Justin is currently a Board Member of the Marin School of the Arts Foundation.
Justin lives in Novato with his wife, Angela, and their two children, Emerson and Jackson. Outside of work, he loves fly fishing, golfing, surfing, snowboarding, and volunteering in numerous roles in youth sports.