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About
Justin Apt, CFA, is the President and Managing Principal at Private Capital Management, LLC in Denver, Colorado, where he leads a team focused on personalized wealth management and fiduciary advisory services. In this capacity, he is responsible for steering firm strategy, overseeing client portfolios, and ensuring delivery of client-centric financial solutions across private wealth management and institutional investment accounts.
With over 20 years of experience in the investment and wealth management industry, Justin specializes in constructing diversified portfolios spanning equities, fixed income, and alternative assets for affluent individuals, families, and select institutions. He has a notably strong track record in guiding organic growth and managing firm acquisitions, further positioning Private Capital Management as a leader in tailored financial services.
Justin is a Chartered Financial Analyst (CFA®) charterholder and holds dual bachelor’s degrees in Finance and Accounting from the University of Denver. His expertise extends to portfolio construction, risk management, and integrated financial planning. He is recognized for his commitment to ethical standards, client advocacy, and contributions to advancing investment best practices in the Rocky Mountain region.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Private Capital Management, LLC | President | Feb 2023 to Present | Private Capital Management, an Independent Bank Group Company, offers Investment Management and Financial Planning solutions to individuals and institutions looking for a high level of customization a... |
| Private Capital Management, LLC | Managing Principal | Jan 2019 to Jan 2023 | — |
| Private Capital Management a Subsidiary of Guaranty Bank and Trust | Managing Principal | Aug 2012 to Dec 2018 | Private Capital Management, a division of Guaranty Bank and Trust, offers Investment Management and Financial Planning solutions to individuals and institutions looking for a high level of customizati... |
| Private Capital Management, Inc. | Managing Partner | Sep 2010 to Jul 2012 | Private Capital Management, Inc was a Registered Investment Advisor that was acquired by Guaranty Bank and Trust in 2012. |
| Nelson Capital Management, LLC | Head Trader | Jul 2008 to Aug 2010 | Nelson Capital Management, LLC. is a wholly owned subsidiary of Wells Fargo & Co. and provides investment solutions, including socially responsible investment strategies, for institutions and individu... |
| Beekman Capital Management, LLC | Head Trader | May 2006 to Jun 2008 | Beekman Capital Management, LLC is an independent Registered Investment Advisor that offers investments services to individuals, corporations, pension and profit sharing plans, state and municipal gov... |
| Wm Smith Securities, Inc | Trader | Dec 2002 to Apr 2006 | Wm Smith & Co. is an event-driven, special situations, institutional research firm that utilizes 13D filings, insider buying, 13F filings, and stock buybacks to generate investment ideas. |
Education
University of Denver - Daniels College of Business
1998 — 2002
Skills & Expertise
Others at Private Capital Management, LLC (9)
| Name | Role | Location |
|---|---|---|
E Eric Weissman | VP | Miami Beach, FL , United States |
| Managing Principal | Denver, CO , United States | |
| Senior Vice President | Denver, CO , United States | |
| Senior Portfolio Manager | Westminster, CO , United States | |
T Thomas Meade | President | Denver, CO , United States |
A Awma Samuel Ogbonna | Vice President | Dallas, TX , United States |
M Michael Packer | VP | Midland, MI , United States |
S Samuel Ogbonna | Vice President - Financial Advisor | Dallas, TX , United States |
T Thomas Short | Managing Director | London, United Kingdom |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
B Blaine Ferguson | Partner | Cwa Asset Management Group, LLC | Naples, FL , United States |
B Brian Cook | Partner | Cwa Asset Management Group, LLC | Nashville, TN , United States |
| Portfolio Manager | Moran Wealth Management, LLC | Naples, FL , United States | |
| Investment Analyst | Moran Wealth Management, LLC | Naples, FL , United States |