As the Senior Portfolio Manager, Justin is responsible for daily monitoring of our client portfolios.
This duty entails diligent research, both in the equity and credit markets, and a constant awareness of material financial and economic events.
Background, Education, and Professional Qualifications
Prior to joining Relevant Wealth Advisors in 1999, Justin gained investment experience as an Investment Adviser at Fidelity Investments. Working directly with clients, he was responsible for individual portfolio management, trade execution, product education, and supervision of a team of equity traders.
In 1997, Justin received his Bachelor of Science degree in Marketing and Economics from Utah State University. He holds the professional designations of Chartered Financial Analyst (CFA), Registered Investment Adviser, General Securities Representative, and NYSE Supervisory Analyst.
Justin is a member of the Association of Investment Management and Research and the Security Analysts of San Francisco.
Justin lives in Novato with his wife Angela, and their two children, Emerson and Jackson. Away from the office, Justin enjoys fly-fishing, golf, surfing, and snowboarding.