Justin was recognized by Forbes as a Best-in-State Wealth Advisor and has also been named a Forbes’ Top Next-Gen Wealth Advisor for five consecutive years. Justin specializes in strategic-based planning and investment management for Entrepreneurs and Executives, including pre and post transaction planning, Qualified Small Business Stock (QSBS) benefits and strategies for concentrated equity and stock-based compensation.
He is passionate about financial literacy and participates as a speaker on Treasury Partners’ bi-annual Wealth Management Symposium, which aims to educate students about careers in the financial services industry.
Justin began his career in the financial services industry in 2006 and was with the Private Wealth Management divisions of UBS and Sanford Bernstein prior to joining Treasury Partners in 2013.
He is a CERTIFIED FINANCIAL PLANNER™ and has earned the right to use the Chartered Financial Analyst ® designation. He holds Series 7, 63, 66 securities licenses, and is life and health insurance licensed.
Justin earned his BA at the University of Pennsylvania and studied at the Hong Kong University of Science and Technology School of Business and Management.
He and his wife, son and daughter live in Greenwich CT. Justin enjoys travel, golf and building snow forts with his kids.