Justin joined RVK in 2017 as an intern in our Portland office. He was promoted to Investment Analyst in 2018 and Senior Investment Analyst, Team Lead that same year. He was again promoted in 2019 to Manager Research Analyst.
As a member of RVK’s private credit research team, he is responsible for providing broad sourcing of investment ideas, monitoring investments, and private credit education for clients and consultant teams. Additionally, he is responsible for building and expanding RVK’s private credit reporting capabilities.
Justin previously worked as a Financial Representative Intern at Northwestern Mutual where he acted as a full-time Financial Representative and built his own clientele, developed an optimal financial plan, and managed his clients.
He graduated from Portland State University with a BBA in Finance as well as a Minor in Economics. Justin has passed CFA Level I.