Justin Mandly

Justin Mandly is a seasoned finance professional currently serving as a Partner at Corient since July 2023, providing investment and family office advisory services for select clients. Prior to this role, Justin co-founded and advised Portola Partners from January 2020 until its acquisition in June 2023, focusing on advisory services for ultra-high-net-worth family groups. Justin also held the position of Vice President at Brownson, Rehmus & Foxworth from November 2006 to December 2019, where investment advisory services were offered to ultra-high-net-worth clients and family groups. Earlier experience includes serving as an Engagement Manager at Andersen from July 2002 to November 2006, specializing in tax advisory services for ultra-high-net-worth family groups, non-profits, and private investments, and at Arthur Andersen from August 1999 to July 2002, delivering tax and audit services for individuals, trusts, partnerships, corporations, and non-profits. Justin holds an MBA in Finance from The Wharton School and a BBA in Accounting and Psychology from the Isenberg School of Management at UMass Amherst.