Justin M. King

Justin M. King, CFP®, CAIA®, is a Vice President and Private Wealth Management Advisor who partners with ultra high net worth families to create holistic financial plans that address complex issues and support wealth building, protection, and transfer. Justin's prior experience includes roles as Managing Partner at Sophis Capital, VP Branch Leader and Assistant Branch Manager at Fidelity Investments, and Senior Managing Director at Bear Stearns, among others. They hold an M.B.A. in Finance and Management from DePaul University and a B.B.A. in Finance and Marketing from the University of Iowa.