In his role, Justin conducts research and financial analysis on a variety of companies and gathers information about market conditions.
He develops and implements an investment strategy to meet agreed upon investment objectives, interacts with clients and answers questions about the strategy. A year after joining the firm, Justin was promoted to Vice President and in 2019 was promoted to Investment Manager.
His finance career began at Wells Fargo Private Bank where he remained for 15 years in various roles, most recently as Vice President and Senior Investment Strategist. In this capacity Justin performed equity research and managed portfolios for high net worth families and institutions.
Justin earned a BSB degree from the University of Minnesota, Carlson School of Management. He is a CFA charterholder as well as a Chartered Investment Counselor.
Justin is actively involved with the CFA Society of Minnesota and serves as a mentor for the Carlson Funds Enterprise, a student managed investment fund at the University of Minnesota.
Outside of work, Justin and his wife Jocelyn are busy raising two active boys and can often be found on the lake, at the little league field or under a pile of Legos.