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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Castenskiold Waterman is a registered investment advisor representative with Summit Trail Advisors, LLC. Justin has been in the industry since 2002, previously working with Citigroup Global Markets Inc., Barclays Capital Inc., and Lehman Brothers Inc. Justin holds a Series 7, Series 24, Series 63 and Series 66 license. Justin specializes in Outsourced Chief Investment Officer services and family office services, financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Outsourced chief investment officer services / family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
09/03/2021 - Present
Summit Trail Advisors, LLC (NEW YORK NY)
NY
12/08/2010 - 10/03/2013
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/22/2008 - 09/16/2010
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
09/26/2002 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 07/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2009
Series 24 - General Securities Principal Examination
BC
Issued 09/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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