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Justin Mazzon

Justin Mazzon

Associate Portfolio Analyst at Wealth Architects, LLC

CA , United States

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

OrganizationRoleDate RangeDetails
Wealth Architects, LLCAssociate Portfolio AnalystAug 2020 to Present
American Blue Chip Investment ManagementFinancial Analyst InternshipMay 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 BarrelMerchandise AssociateJun 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)

NameRoleLocation
Mark Gordon
Mark Gordon
Chief Investment OfficerCA , United States
Curtis Campbell
Curtis Campbell
PrincipalReno, NV , United States
Samuel Mitsui-Reyes
Samuel Mitsui-Reyes
Associate Portfolio AnalystMountain View, CA , United States
Vivian Tang
Vivian Tang
Portfolio AnalystMountain View, CA , United States
Wendy Jankoski
Wendy Jankoski
President and Chief Investment OfficerSarasota, FL , United States

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