In an industry of market ups and downs, Justin recognizes that the small wins are just as important as the big ones. Rooted in a commitment to remaining steady, he finds motivation in building relationships with his clients and sees each interaction as a chance to nurture that connection.

Justin has nine years of industry experience and previously held the position of  Portfolio Management and Team Lead at Fifth Third. Justin is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP®)

Justin currently serves on the Development Committee of CISE – Catholic Inner-City Schools Education, the Freestore Foundation Investment Committee, and serves on the Board of the CFA Society of Cincinnati.

Justin lives on the East Side with his wife, Anna, and sons Luke and Jack. When he is not in the office, Justin can often be found outside playing golf, spending time with his family, and coaching his son’s youth sports teams.

Education

• University of Louisville, Bachelor of Science in Finance

Designations

• Chartered Financial Analyst (CFA)
• Certified Financial Planner (CFP®)

Community Involvement

• Freestore Foodbank
• Catholic Inner-City Schools Education (CISE)

Awards and Honors

• Cincinnati Business Courier Forty Under 40 – Class of 2024

-Young professionals are a vital asset to our region and it is important to acknowledge those who are making great strides in shaping our community’s future. Since 1995, the Business Courier has recognized our region’s young talent through our annual Forty Under 40 awards.
Each year through our open nominations process, we seek forty individuals, under the age of 40, who are making a difference in business and community. The emphasis is on leadership and potential leadership- whether it is in business, politics, the arts, nonprofits, education, health care or public service. Focus is also placed on the nominee’s community involvement. Think of your friends, family, colleagues, clients — anyone who matches the criteria — and nominate as many as you’d like.

The annual program kicks off with the online nomination process, which will remain open until late May. The nominations system will not accept nominations submitted after 11:59 p.m. eastern standard time. Following the close of nominations, the Courier will host a networking breakfast for all nominees, and nominations will be handed over to an independent panel of judges- all of which are former Forty under 40 winners. After the judges make their selections, a new Forty Under 40 class will be announced by the Business Courier in late summer. The new class will be invited to a private winner’s reception, and honored publicly at a recognition banquet in the fall.

Please note: All nominees must be residents of the Tri-State, and under the age of 40 as of the ceremony date. Honorees will be chosen based on the quality of the nomination submitted, not the quantity of nominations. Letters of recommendation will NOT be accepted. All information regarding the nominee must be included in the online nomination submission.

Judging is based on a 30-point scale, with points allocated in four main nomination sections:
– Reason for nomination (5 points)
– Career achievements (10 points)
– Community involvement (10 points)
– Awards and recognition (5 points)