Justin Wolstenholme, CFA®, CFP®Managing Director Senior Wealth Advisor Private Client Group Wealth Management & Trust New England
Justin Wolstenholme is a Senior Wealth Advisor at Boston Private. In this role, he looks to provide advice and service to high net worth families, family offices, foundations and endowments.
With ten years of experience in the investment and wealth management industry, Justin has spent time at multiple prestigious 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.