Justin Hult, based in the San Rafael office, is a Senior Vice President and the Head of Trading, Portfolio Management, and Risk Management.

His goal is to always find ways to add value and effect positive change in our client portfolios, whether that’s through optimizing tax locations, incorporate custom strategies, or developing processes and policies to fine-tune account rebalancing.

Justin has been with the firm since 2000 in a variety of investment-related roles. In his spare time, he and his family enjoy getting outside and taking road trips around Marin County and the greater San Francisco Bay Area. He’s also a trail runner, mountain biker, and an aspiring BBQ pitmaster.

Previous Experience

  • Director of Investment Operations, Chief Compliance Officer at Private Ocean Wealth Management

Education & Credentials

  • Chartered Financial Analyst (CFA®)
  • MBA, Washington University in St. Louis
  • BS, Washington University in St. Louis, Civil Engineering
  • BS, University of Puget Sound, Mathematics

 

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