Since joining Rothschild full-time in 2017, Justin has become a licensed registered representative focusing on Corporate and Non-Profit Retirement Plans and investment portfolios for individuals and families.
As a Vice President, Justin serves on Rothschild’s Corporate and Non-Profit Retirement Plan Advisory team, supporting Plan Sponsor Committees for over 160 corporate clients and 10,000+ participants. He is dedicated to helping companies meet their fiduciary requirements through clearly defined, well-documented processes. For non-clients, Justin offers Complimentary Reviews of their Retirement Plans, where he quantifies total fees, identifies administrative liabilities, and suggests plan designs to enhance employee participation and appreciation. In addition to his work with corporate clients, Justin assists individual investors in creating customized investment portfolio strategies.
Outside of his professional role, Justin has demonstrated strong leadership throughout his career. He served as President of the University of Illinois at Chicago’s student-led organization, The Finance and Investment Group, managing over 120 members. While at UIC, Justin completed a Wealth Management internship at Merrill Lynch in Oak Brook, IL, before beginning his career at Rothschild’s downtown Chicago office. Additionally, Justin served as President of The Analyst and Associate Board (A&AB), a junior board to the Financial Executives International (FEI) Chicago Chapter, where he played a key role in orchestrating quarterly C-Suite Breakfasts and delivered a presentation on the “History of Money and Future of Budgeting.” Justin also contributed to FEI’s annual Student Award Committee.
In his free time, Justin enjoys playing golf and spending quality time with his wife.
