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Justin Hult
Senior Vice President, Investments at Wealthspire Advisors, LLC
About
Justin Hult, CFA, is Senior Vice President, Investments at Wealthspire Advisors, based in the San Francisco Bay Area (San Rafael office). In addition to his SVP role, he serves as Head of Trading, Portfolio Management, and Risk Management, overseeing the centralization and execution of trading activities, portfolio construction, rebalancing, and risk oversight for client portfolios. His work at Wealthspire encompasses a broad range of asset classes with an emphasis on public equities, fixed income, and the implementation of diversified, multi-asset strategies tailored to client objectives and risk tolerances.
Prior to joining Wealthspire in 2022, Justin spent over 21 years at Private Ocean, where he advanced to Director of Operations and Chief Compliance Officer, as well as Principal, honing his expertise in investment operations, compliance, and operational leadership. His experience includes developing scalable investment processes and risk frameworks for high net worth and institutional clients, and he has played a key role in expanding wealth management platforms.
Justin holds an MBA in Operations Management from Washington University in St. Louis - Olin Business School, as well as Bachelor’s degrees in Civil Engineering from Washington University in St. Louis and Mathematics from University of Puget Sound. He is a Chartered Financial Analyst (CFA) with recognized proficiency in trading, portfolio risk management, investment strategy, and operational best practices in the wealth advisory sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Wealthspire Advisors | Senior Vice President, Investments | May 2022 to Present | — |
| Private Ocean | Director of Operations and Chief Compliance Officer, Principal | Sep 2000 to May 2022 | — |
Education
Washington University in St. Louis - Olin Business School
Master of Business Administration (M.B.A.), Operations Management and Supervision
1995 — 1998
Washington University in St. Louis
Bachelor of Science (B.S.), Civil Engineering
1995 — 1998
University of Puget Sound
Bachelor of Science (BS), Mathematics
1992 — 1994
Skills & Expertise
Others at Wealthspire Advisors, LLC (7)
| Name | Role | Location |
|---|---|---|
| Vice President, Investments - Trader | Madison, WI , United States | |
C Craig Amico | Vice President, Investments | New York, NY , United States |
| Investment Associate | Delray Beach, FL , United States | |
M Michael Moriarty | Chief Investment Officer | New York, NY , United States |
| Senior Vice President, Investments | New York, NY , United States | |
| Portfolio Analyst | New York, NY , United States | |
| Senior Associate - Investments and Trading | Stamford, CT , United States |
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A Adam Wolf | Analyst | First Manhattan Co. LLC. | New York, NY , United States |
| Partner | Summit Trail Advisors, LLC | New York, NY , United States | |
B Brandon Woods | Principal | Summit Trail Advisors, LLC | New York, NY , United States |
| Portfolio Manager | Select Equity Group, L.P. | New York, NY , United States | |
A Aldo Eysaman | Associate Analyst | Select Equity Group, L.P. | Seattle, WA , United States |