Justin Wolstenholme, CFA®, CFP®Director Head of Portfolio Advisory Private Client Group Wealth Management & Trust New England
Justin Wolstenholme works in conjunction with Client Advisors to create, implement and execute investment strategies for clients.
With over six years of experience in the investment and wealth management industry, Justin has spent time at multiple firms including US Trust and Merrill Lynch. Previously, Justin performed due diligence on funds, analyzed individual securities, created trading plans for concentrated portfolios, crafted dynamic all-inclusive financial plans and provided tailored advice to clients regarding investments, trusts, estate planning, and retirement planning.
Justin holds the Charted Financial Analyst designation, is a Certified Financial Planner®, and is a member of both the CFA Institute and the Boston Security Analysts Society. He obtained his Bachelor of Business Administration in Trust and Wealth Management, and his Master of Business Administration from Campbell University.