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 CFA® Charterholder and is a CFP® professional.

Outside of work, Justin serves on the Development Committee of CISE – Catholic Inner-City Schools Education. He also serves as a board member and sits on the Investment Committee for the Freestore Foodbank Foundation.

Justin lives on the east side with his wife, Anna, and their two children. 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.

History at Bartlett

• Joined Bartlett in 2022

Education

• University of Louisville, Bachelor of Science in Finance
• C-Change – Cincinnati USA Regional Chamber – Class 20 (2025): C-Change is the premier leadership-development program for advancing mid-career leaders in the Cincinnati region. The curriculum combines leadership development with community engagement which enhances current leadership roles and prepares participants for future ones, both professionally and personally. The program also further develops the leadership skills of participants by having them lead meaningful community projects that impact the Cincinnati region. Read more about this program and criteria for participation on the Cincinnati USA Regional Chamber website:https://cincinnatichamber.com/talent-hub/leadership-center/c-change/

Designations

• Chartered Financial Analyst®
• CERTIFIED FINANCIAL PLANNER® professional

Board and Committees

• Freestore Foodbank Foundation: Board Member, Investment Committee
• Catholic Inner-City Schools Education (CISE): Development Committee

Awards and Honors

• Cincinnati Business Courier Forty Under 40 – Class of 2024

– Each year, the Cincinnati Business Courier recognizes forty individuals, under the age of 40 who are making a difference in their respective industries and communities. To be considered for this award, individuals must be under the age of forty at the time of the ceremony date and reside in the tri-state area. Additional selection criteria includes notable career achievements, community involvement, and more. For the full list of criteria and methodology visit https://www.bizjournals.com/cincinnati/nomination/88215/2025/2025-forty-under-40-awards#/ to learn more.