As the Head of Operations, Justin oversees the team responsible for the day-to-day back office operations of the firm. He also leads the group responsible for providing support and solutions to advisory clients, with a focus on billing and reporting services. His team also provides training and ongoing consulting on platform navigation and functionality.
Prior to joining GeoWeath in 2014, Justin spent over 7 years at Envestnet, a provider of portfolio management tools and reporting solutions for financial advisors and institutions. In his most recent role there, he was an Associate VP of Advisor Services. Justin graduated from the University of Illinois at Urbana-Champaign College of Business with a B.S. in Finance. He holds the Series 65 Uniform Investment Advisory License.
Outside the office, Justin likes to travel with his wife and two children – Italy is their favorite destination. He also enjoys both playing and watching soccer.LinkedIn