Partner & Advisor
Justin partners closely with multigenerational families, entrepreneurs, and C-suite executives to create tailored wealth solutions to help them thrive for generations and navigate complex financial and family dynamics.
He leverages his broad expertise in investments and wealth planning strategies to advise clients on asset allocation and implementation, liquidity management, pre/post transaction planning, estate and tax planning, risk management, wealth transfer and philanthropic planning.
His professional experience includes developing a family mission-driven investment portfolio and active philanthropy program, facilitating the successful transfer of responsibility and control from the first to the second generation and advising on the sale of a closely held family business.
Justin has 15 years of experience in the financial services industry. Prior to joining Gresham, Justin advised families and executives at J.P. Morgan Private Bank.
- B.S., Finance, DePaul University
- M.B.A., Economics and Finance, University of Chicago Booth School of Business
- Personal Interests: Keeping up with our rambunctious little boy, space science and exploration and the Never-Ending Struggle (aka golf)