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JA

Justin Apt

President at Private Capital Management, LLC

Denver, CO , United States

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

OrganizationRoleDate RangeDetails
Private Capital Management, LLCPresidentFeb 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, LLCManaging PrincipalJan 2019 to Jan 2023
Private Capital Management a Subsidiary of Guaranty Bank and TrustManaging PrincipalAug 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 PartnerSep 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, LLCHead TraderJul 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, LLCHead TraderMay 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, IncTraderDec 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

Wealth Management
Stocks
Bonds
Financial Markets
Registered Investment Advisor
Trading
Wealth Management Services
Investments
Customer Service
Mutual Funds
Wealth Preservation Planning
Business Strategy
Personal Financial Planning
Capital Markets
Leadership
Investment Advisory Services
Investment Strategies
Capital Management

Others at Private Capital Management, LLC (9)

NameRoleLocation
E
Eric Weissman
VPMiami Beach, FL , United States
Gary Wagner
Gary Wagner
Managing PrincipalDenver, CO , United States
Giles Fox
Giles Fox
Senior Vice PresidentDenver, CO , United States
Peter Keilman
Peter Keilman
Senior Portfolio ManagerWestminster, CO , United States
T
Thomas Meade
PresidentDenver, CO , United States
A
Awma Samuel Ogbonna
Vice PresidentDallas, TX , United States
M
Michael Packer
VPMidland, MI , United States
S
Samuel Ogbonna
Vice President - Financial AdvisorDallas, TX , United States
T
Thomas Short
Managing DirectorLondon, United Kingdom

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