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Justin Hult

Justin Hult

Senior Vice President, Investments at Wealthspire Advisors, LLC

San Francisco, CA , United States

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

OrganizationRoleDate RangeDetails
Wealthspire AdvisorsSenior Vice President, InvestmentsMay 2022 to Present
Private OceanDirector of Operations and Chief Compliance Officer, PrincipalSep 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

Marketing
Equities
Wealth Management
Strategic Financial Planning
Alternative Investments
Estate Planning
Asset Allocation
Securities
Asset Management
Investments
Investment Strategies
Risk Management
Mutual Funds
Financial Planning

Others at Wealthspire Advisors, LLC (7)

NameRoleLocation
Brent Katterheinrich
Brent Katterheinrich
Vice President, Investments - TraderMadison, WI , United States
C
Craig Amico
Vice President, InvestmentsNew York, NY , United States
Jakub Malecki
Jakub Malecki
Investment AssociateDelray Beach, FL , United States
M
Michael Moriarty
Chief Investment OfficerNew York, NY , United States
Michael Price
Michael Price
Senior Vice President, InvestmentsNew York, NY , United States
Spencer Weiss
Spencer Weiss
Portfolio AnalystNew York, NY , United States
Catherine Gomez
Catherine Gomez
Senior Associate - Investments and TradingStamford, CT , United States

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