Justin joined The Bulfinch Group in 2019 as an Operations Associate, managing the firm’s New Business Desk and helping to improve operational efficiencies and oversee new account openings. In July 2022, he was promoted to Director of Investment Operations, working directly with Financial Associates to provide training and case support around the firm's investment business and related tools. In this elevated role, Justin provides structure to help ensure a consistent and superior execution and maintains an environment of continuous optimization of team performance, systems, and processes. In addition, he also serves as the firm’s primary point person for all technology-related inquiries and troubleshooting.
A graduate of Roger Williams University, Justin brings several years of broker/dealer experience to the firm. In his spare time, enjoys golfing, hiking and visiting family in NH. He currently resides in Lynnfield, MA where he lives with his wife Stacie.