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About
Justin Roth is an Investment Analyst at Moran Wealth Management®, LLC, based in Naples, FL. In this role, he conducts research, analyzes market and economic data, and presents insights to support client portfolio management and trading decisions. His responsibilities include trading, liquidating securities, and contributing to customized portfolio strategies for individual and business clients, focusing on wealth preservation and growth.
He holds a Bachelor of Science in Finance and Economics, with a minor in Mathematics, from Florida Gulf Coast University. Justin supplements his academic background with industry credentials, including certificates in the Securities Industry Exam and Bloomberg Market Concepts, enhancing his capacity to interpret financial markets and instruments.
Prior to joining Moran Wealth Management, Justin worked as a Financial Analyst Intern at ZF Group, where he contributed to financial engineering analysis, and served as a Research Assistant at Florida Gulf Coast University. He is known for his analytical rigor and ability to track and identify market patterns, supporting diverse asset allocation and risk management strategies for high-net-worth clients and businesses.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Moran Wealth Management® | Investment Analyst | Jan 2023 to Present | — |
| ZF Group | Financial Analyst Intern | May 2022 to Jul 2022 | — |
| Florida Gulf Coast University | Research Assistant | Sep 2021 to Mar 2022 | — |
| Florida Gulf Coast University | Instructional Assistant | Aug 2019 to Dec 2020 | — |
Education
Florida Gulf Coast University
Bachelor of Science - BS, Economics and Finance
2018 — 2022
Others at Moran Wealth Management, LLC (3)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Naples, FL , United States | |
| Investment Analyst | Naples, FL , United States | |
S Shichen Xu | Portfolio Manager | Naples, FL , United States |
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