At Callan Family Office, Justin is responsible for providing ultra-high-net-worth clients with strategic long-term investment guidance through a disciplined, comprehensive, and objective planning process. With nearly 20 years of experience, he collaborates with individuals, families, and foundations to create customized investment solutions tailored to each client’s unique needs and preferences while ultimately working to achieve their individual and multi-generational financial goals.

In addition to his work with clients, Justin serves on Callan Family Office’s Due Diligence Committee responsible for oversight, review, and approval of managed investment solutions. He also serves on Callan Family Office’s Portfolio Construction and Investment Committees.

Prior to Callan Family Office, Justin was a Senior Vice President and Senior Portfolio Manager at Abbot Downing, Wells Fargo’s ultra-high-net-worth business. Justin began his career with Northstar Capital Management, a boutique registered investment advisor focused on domestic large cap growth and fixed income management. As head trader, he was responsible for overseeing all firm trading along with equity research & fixed income management.

Justin is a graduate of the University of Florida where he earned his bachelor’s degree in Business Administration. He later earned his MBA degree from ESADE Business School with a concentration in Finance. Justin holds the designation of Chartered Financial Analyst (CFA) and is a member of the CFA Institute and the CFA Society of South Florida.