Justin Caldwell Boller
Chief Investment Officer bei Bison Wealth LLC
Profil
Mr. Justin C.
Boller, CFA, is a Chief Investment Officer at Bison Wealth LLC and a Portfolio Manager & Director of Portfolio Strategy at Liquid Strategies LLC.
He serves as the Chief Investment Officer for Bison, where he chairs the investment committee, and oversees research, portfolio construction and implementation.
He began his investment career at Invesco in the late 1990’s where he had roles with the firm’s Global Equity, Global Asset Allocation, and Quantitative Equity teams.
In 2014, he joined Advocacy Wealth Management, LLC to focus on the wealth management aspect of the business.
There, he served as Chief Investment Officer, introducing firm-level portfolio solutions and expanded access to custom strategies for clients.
Mr. Boller graduated from Wake Forest University and has earned the Chartered Financial Analyst (CFA) designation.
Aktive Positionen von Justin Caldwell Boller
| Unternehmen | Position | Beginn |
|---|---|---|
Liquid Strategies LLC
 Liquid Strategies LLC Investment ManagersFinance Liquid Strategies is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2013 by Brad Ball, Shawn Gibson and Adam Stewart. Liquid Strategies provides investment advisory services to a registered investment company, an Exchanged Traded Funds (ETFs) complex and separately managed accounts. | Portfolio Manager-Aktien | 01.01.2017 |
Bison Wealth LLC
 Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Chief Investment Officer | 01.03.2021 |
Ehemalige bekannte Positionen von Justin Caldwell Boller
| Unternehmen | Position | Ende |
|---|---|---|
Advocacy Wealth Management LLC
 Advocacy Wealth Management LLC Investment ManagersFinance Founded in 2007, Advocacy Wealth Management LLC is a registered investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Forge Consulting LLC. They provide portfolio management services to individuals, corporations and business entities, estates and trusts, other investment advisors, charitable organizations and pension & profit sharing plans. The majority of Advocacy Wealth Management's clients are recipients of a personal injury, wrongful death, or workers compensation settlement and their plaintiff attorneys. | Chief Investment Officer | 01.07.2019 |
Ausbildung von Justin Caldwell Boller
| Wake Forest University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Advocacy Wealth Management LLC
Advocacy Wealth Management LLC Investment ManagersFinance Founded in 2007, Advocacy Wealth Management LLC is a registered investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Forge Consulting LLC. They provide portfolio management services to individuals, corporations and business entities, estates and trusts, other investment advisors, charitable organizations and pension & profit sharing plans. The majority of Advocacy Wealth Management's clients are recipients of a personal injury, wrongful death, or workers compensation settlement and their plaintiff attorneys. | Finance |
Liquid Strategies LLC
Liquid Strategies LLC Investment ManagersFinance Liquid Strategies is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2013 by Brad Ball, Shawn Gibson and Adam Stewart. Liquid Strategies provides investment advisory services to a registered investment company, an Exchanged Traded Funds (ETFs) complex and separately managed accounts. | Finance |
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Finance |
