Justin serves as a portfolio manager and supports all aspects of the investment and financial planning process for the firm’s clients. Justin has experience with portfolio management, financial modeling, and investment selection including real estate and private investments. He leverages this experience to help clients achieve their financial goals with low-cost, tax efficient investment plans. He also helps manage the firm’s marketing efforts and daily operations.
Prior to joining Black Diamond Financial in 2018, Justin held internships with the American Enterprise Institute and Clearview Consulting where he focused on working with high-net-worth individuals and small-medium sized businesses.
Justin holds a Bachelor’s degree from the University of Maryland with a major in economics and minor in real estate development.