Justin Peterkin

Investment Adviser

With 8 years of experience in the financial industry, Justin began his career in operations as a clerk with a boutique wealth management firm right after college. Since then, he has worked as a UMA trader and an Investment Analyst before ultimately becoming a portfolio manager. Justin has acquired extensive and valuable experience in managing, constructing portfolios, and executing trades for clients.

When he's not in the office, Justin coaches youth league basketball in Germantown, TN, and cheers from the stands while watching his son play football. He enjoys reading and studying the markets, but he also loves having movie nights with his family to relax.