Justin Gullman
Justin joined Gresham in 2013 and currently holds the position of Partner & Advisor. 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.
Justin started in the Wealth Management industry in 2008. 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.
Prior to Gresham, Justin advised families and executives at J.P. Morgan Private Bank and developed financial plans to support teachers and nurses in planning for retirement at AIG Retirement.
Outside of work, Justin enjoys keeping up with his rambunctious little boy and cuddling his new baby girl. He is fascinated by space science and exploration, a true nerd at heart. Time permitting, he enjoys walking the golf course with his wife and hitting a few good shots.
- B.S., Finance, DePaul University
- M.B.A., Economics and Finance, University of Chicago Booth School of Business
