As a Senior Portfolio Associate, Justin is responsible for the creation, execution, and oversight of client investment portfolios, preparing and inputting trades with brokers and custodians, assisting and supporting the investment management team in investment decisions, and working with advisors to communicate the firm’s investment philosophy to clients. He is a Level II CFA candidate. Prior to joining The Colony Group, Justin was a Senior Associate in the Alternative Investment Solutions division at State Street Bank and Trust.
Justin received his BS in Economics from The University of Massachusetts, Amherst where he served as captain of the Men’s Swim Team his senior year. When not in the office, Justin enjoys working out, spending time with his family and friends, and traveling.