A key member of the Gray Equity Management team, Justin has earned the Chartered Financial Analyst (CFA) designation. As a portfolio manager, he is responsible for managing client relationships.
Justin has extensive experience in analyzing investment portfolios and developing customized investment strategies that are designed to meet the financial goals of clients. He is particularly adept at creating tax-efficient solutions that help preserve capital while growing portfolio value over time.
Justin joined Gray Equity Management in 2015 after serving as an investment officer for a Pennsylvania-based investment advisory firm, where he was a member of a small team that managed more than $1 billion in client assets. A graduate of The College of Charleston, Justin is a member of the CFA Institute and the CFA Society of Philadelphia.