Justin is a Managing Director and member of EverNest’s Investment Committee. He serves clients as lead advisor, directing financial-planning, investments and generational estate planning. He has a special talent for establishing clarity—ensuring clients have a straightforward understanding of their objectives, financial plan and market dynamics.
Justin has more than two decades’ experience in investment and wealth-management roles. Prior to joining EverNest, he was a partner at a national RIA that acquired his prior firm, Balasa Dinverno Foltz (BDF). As a BDF partner, Justin built a client base focused on law-firm partners, investment-industry professionals, senior corporate executives and their families.
Prior to BDF, Justin served clients for 11 years at Goldman Sachs. He began his career in institutional asset management and later shifted to private wealth management. When at Goldman, Justin worked with fellow EverNest managing partner Frank Esposito. Justin and Frank’s parallel paths also include earning an MBA degree from the Kellogg School of Management at Northwestern University.
He and his wife Laura have three high-school and college-age children. Justin enjoys competing in Ironman® triathlons and riding horses with his daughters.