Justin joined the Bedell Frazier team in 2020 as a Junior Advisor, and in April 2021, he was promoted to Global Portfolio Analyst. He has over six years of experience in the Financial Services industry. Previously, he held various investment management and operations roles with Merrill Lynch and Charles Schwab.
Justin holds the Chartered Financial Analyst (CFA ®) designation and is a member of the CFA Institute. He earned a Master’s degree in Financial Analysis & Investment Management from St. Mary’s College of California and a Bachelor’s degree in Business Administration with an emphasis in Financial Services from San Diego State University.
Justin resides in Walnut Creek. In his free time, he enjoys traveling and staying active by cycling and officiating college baseball.