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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.
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