As an Investment Analyst, Justine assists with a range of investment research services for Crestone clients, including investment strategy and investment manager sourcing, due diligence, and monitoring.
Prior to joining Crestone in 2017, Justine was a Senior Analyst at Pathstone Federal Street located in Boston, Massachusetts. While working at Pathstone Federal Street, an independent investment advisory firm serving high-net-worth and institutional clients, Justine was responsible for investment fund research and manager selection, as well as investment strategy work across asset allocation, market/macro analysis, and portfolio construction.
Justine earned a Bachelor of Arts degree in economics with a minor in international studies from Boston College. She is a candidate for the Chartered Financial Analyst (CFA) Level 3 Exam.
Justine is a member of the Boston Security Analysts Society and 100 Women in Finance.
What do you enjoy most about wealth management?
Working in asset management, we are at the epicenter of global events. Everything from politics to extreme weather affects markets and human behavior, which is relevant to our work. The job provides for a dynamic, stimulating, and challenging environment in an industry that is constantly evolving, where no two days are the same.
What do you love most about being part of Crestone?
The people and the environment of continuous learning. My coworkers are not only fun and motivating to work with, but I think as teammates we strive to challenge each other, think critically, and always improve.
What do you love to do outside of work?
Outside of work, I love being active and outdoors, whether that be at the beach or in the mountains. Running has been a long-time passion of mine and my favorite means to explore new cities and places.