Justin Waterman

Justin works with select clientele acting as their outsourced family office to deliver solutions in a variety of financial matters. Prior to Summit Trail, Justin spent four years on Lehman Brother’s trading floor working across equities and fixed income. He then spent the next 11 years advising high net worth and middle market institutional clients at Lehman Brothers, Barclays Wealth, Citi Private Bank and Fischer & Company. Justin lives in New York with his three children; he is also an avid golfer.