Justin Dyer, CFA® CFP®
Chief Investment Officer
Career in Investments and Finance
Justin is a Partner and serves as the firm’s Chief Investment Officer (CIO) and Director of Wealth Strategy. He is a Chartered Financial Analyst (CFA®) and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
As the firm’s CIO, Justin leads our investment committee, and manages our investment operations and research teams. The role of CIO complements his Director of Wealth Strategy duties well due to the integrated nature in which we serve clients – investments and planning inform and influence each other on a regular basis and having a direct pulse on both allows us to optimize how we serve clients.
Justin is active in the venture capital ecosystem. He has served on LP Advisory Committees and has been on the selection committee for the RAISE Global Conference, which is the premier community for forward-thinking venture capital investors and emerging fund managers.
Chartered Financial Analyst® is a trademark owned by CFA Institute
Career in Finance
Justin has been a fierce advocate of independent advice amongst a field filled with conflicts of interest. He likes to say that “the unfortunate reality is that the financial services industry does not do itself any favors.” Whether that be poor management of conflicts of interest, selling high commission products over advice based on evidence, or selling the “hottest” new investment because it’s easy, the financial industry has largely failed to live up to its image and potential. The unfortunate result is a missed opportunity to meaningfully impact lives. Correcting this motivates Justin on a daily basis. After all, this is a very noble profession if done well.
Prior to joining AWM, Justin served in multiple leadership roles including holding the titles of CIO and Chief Operating Officer (COO) for a financial services holding company as well as Co-CIO for a high growth RIA.
Justin began his career as a Financial Advisor in San Francisco, where he learned the power of comprehensive financial planning and honed those skills through both working directly with clients as well as obtaining the CFP® designation. After some time in the industry, Justin developed an interest for the more analytical side of the business, which led him to pursue the CFA designation.
His past roles have given him a breadth of experience with both the mass affluent and ultra-high net worth alike. The common thread of all has been a continued focus on impacting the lives of individuals and families. It is one of the most meaningful elements of what we do.
Personal Life
Justin resides in Glendale, CA with his wife Katherine, and four awesome children: James, Claire, Olivia and Ethan. Justin loves wine, the outdoors, music, all things aviation, coaching baseball and/or soccer and spending time with family and friends. In his life before kids, he was an active cyclist (and still tries to be one when able) and sailor.
Advanced Designations & Certifications
Chartered Financial Analyst (CFA®)
Certified Financial Planner (CFP®)
Education
UC Berkeley – Certificate of Personal Financial Planning
University California, Santa Cruz – B.A. Economics with Honors, minor in Math