Bio

Justin Goldstein, CAIA
Justin joined the firm in 2021 and currently serves as the Director of Intermediaries and Client Service with Johnson Asset Management. He holds the Chartered Alternative Investment Analyst (CAIA) designation. Before joining the firm, Justin worked at OppenheimerFunds as a Vice President in the Private Client, Trust and Family Office Group and previously served as a member of the Institutional Sales Team. Prior to OppenheimerFunds, Justin previously held roles with Legg Mason and New York Life Insurance Company.
Relevant Work Experience
OppenheimerFunds, Inc., Vice President, Private Client, Trust and Family Office Group
OppenheimerFunds, Inc., Institutional Sales and Service Team
Legg Mason, Due Diligence Associate
Legg Mason, Sales Associate
New York Life Insurance Company, Financial Services Professional
Education
State University of New York – Oneonta, B.S. Mass Communication
Community Involvement
Ronald McDonald House of New York
Memberships
CAIA New York