Justin Peterkin
Investment Advisor
Justin Peterkin brings a strong foundation in financial analysis, portfolio construction, and client advisory to his role. His experience spans wealth management, investment analysis, and supporting advisors in delivering customized financial strategies for high-net-worth and ultra-high-net-worth individuals and families.
Justin began his career at large banking institutions, where he developed a disciplined approach to investment analysis, risk management, and client service. Through these roles, he gained experience working alongside advisors and portfolio managers, contributing to the oversight and management of complex portfolios and helping deliver tailored investment solutions.
In his current role, Justin focuses on portfolio analysis, asset allocation, and investment research. He collaborates closely with advisors, portfolio managers, and senior leadership to evaluate market opportunities, construct portfolios, and support long-term financial planning initiatives. His analytical approach is complemented by a strong ability to communicate complex financial concepts in a clear and practical manner for clients.
Justin holds a degree in Finance and maintains his Series 7, 63, and 65 licenses. He continues to advance his professional development as he pursues further education to deepen his expertise in investment management and leadership.