Client Advisory

Biography

Justin is a Principal in the New Jersey office. He is responsible for assisting with day-to-day client needs as well as providing financial planning and investment management analysis and support to a team of wealth advisors.

Prior to joining Cerity Partners, Justin served as an Associate, Wealth Analyst at Round Table Wealth Management. In this role, he supported the wealth advisory team on a wide range of financial planning tasks. Before joining Round Table, Justin worked at a Big Four public accounting firm, where he focused on corporate tax compliance and planning for small- to medium-sized private companies.

Justin studied abroad in Australia, and he enjoys traveling and playing chess in his free time.

Education

  • B.B.A. in Accounting with a minor in Information Systems from Loyola University Maryland
  • Master of Accounting from Loyola University Maryland

Highlights

  • Certified Public Accountant (CPA)

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