Client Advisory

Biography

Justin is an Associate in the San Francisco office. He is responsible for handling daily client requests and transactions, recordkeeping and supporting the office’s portfolio management team. Justin works closely with the firms that custody client assets to ensure a successful client experience.

Prior to joining Cerity Partners, Justin was a Client Service Associate at Ashfield Capital Partners. Previously, Justin worked as a Senior Business Development Associate at IEQ Capital, a Registered Investment Adviser based in Foster City, CA. He began his career as an Associate in the Financial Advisor Development Program at Merrill Lynch in San Francisco where he held FINRA Series 7 and Series 66 licenses.

Education

  • Bachelor’s Degree in Business Administration with a concentration in Finance from California Polytechnic State University Pomona
  • Graduated with honors (cum laude)

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.