Justin is a Co-Founder and Managing Partner at Lake Street. He brings more than a decade of financial management experience, assisting private clients and institutions in making highly complex, analytical and transformative financial decisions. Understanding that each client’s financial situation is unique, Justin stresses the importance of customizing a wealth management strategy that aligns with the specific goals and objectives for each and every client.
In his role as Chief Investment Officer, Justin supports the construction and on-going management of client portfolios within the firm’s in-house discretionary investment management programs. Known for his attention to detail, Justin also is responsible for vetting new investment sources and technology partners to provide greater proficiency in investment research, operations and portfolio management.
Prior to co-founding Lake Street, Justin served as Vice President with Merrill. He earned dual bachelor’s degrees in finance and accounting from the Kelley School of Business at Indiana University and holds the Certified Public Accountant (CPA) designation. Justin has been consistently recognized in many top advisor rankings including Forbes “Best-In-State Wealth Advisor,” “Best-In-State Next-Generation Wealth Advisor,” and “America’s Top Next Generation Wealth Advisors” lists and is a recipient of the Five Star Wealth Advisor award — accomplishments he attributes to the personal and professional bonds he develops with his clients1. Justin is a member on the Board of Directors of the James Banks Foundation, a nonprofit organization supporting animal welfare both domestically and abroad.