You're signed outSign in or to get full access.
About
Justin Mazzon is an Associate Portfolio Analyst at Wealth Architects, LLC, based in Mountain View, California, where he is responsible for investment research, trading, and portfolio monitoring. His analytical work focuses on supporting portfolio managers in constructing and maintaining tailored client portfolios across a broad range of asset classes, including equities, fixed income, mutual funds, ETFs, and select alternative investments. He is also involved in portfolio reporting and supports client communications on investment performance.
Justin's professional experience includes four years in wealth management at Wealth Architects and a Financial Analyst Internship at American Blue Chip Investment Management. Earlier in his career, he held roles in client service and operations, providing him with a multifaceted perspective on investment management and client needs.
He holds a Bachelor of Arts in Economics from the University of California, Berkeley, giving him a strong foundation in financial markets and macroeconomic analysis. With a commitment to service, Justin supports the Wealth Architects team in delivering comprehensive portfolio solutions for high-net-worth and institutional clients, and he actively participates in community outreach initiatives in the Bay Area.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Wealth Architects, LLC | Associate Portfolio Analyst | Aug 2020 to Present | — |
| American Blue Chip Investment Management | Financial Analyst Internship | May 2018 to Jul 2018 | Performed security analysis and due diligence on companies selected by the portfolio manager using SEC filings, Value Line reports, and CFRA reports. |
| Crate and Barrel | Merchandise Associate | Jun 2014 to Aug 2017 | Organized and maintained inventory within the store’s warehouse and sales floor to improve efficiency in finding products that made the experience of shopping in our store more enjoyable. |
Education
University of California, Berkeley
Bachelor of Arts - BA, Economics
Others at Wealth Architects, LLC (5)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer | CA , United States | |
| Principal | Reno, NV , United States | |
| Associate Portfolio Analyst | Mountain View, CA , United States | |
| Portfolio Analyst | Mountain View, CA , United States | |
| President and Chief Investment Officer | Sarasota, FL , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Principal | Osborne Partners Capital Management, LLC | San Francisco, CA , United States | |
| Investment Analyst | Osborne Partners Capital Management, LLC | San Francisco, CA , United States |