Justin Boller, CFA®
Chief Investment Officer
Justin has been in the investment management industry for over 14 years. Justin is responsible for the collaborative construction of individual portfolios and ongoing monitoring both at the individual as well as the firm level for predictable cash flows versus risk and client profile. He has attained his Series 7, 63, and 65 licenses from FINRA, and is a Chartered Financial Analyst® (CFA). According to the CFA Institute, “No credential is as widely respected in the (financial) industry for its breadth and depth of advanced and current skills, global relevance, and ethical grounding as the CFA charter. And none is harder to obtain.”
Prior to joining Advocacy Wealth Management, Justin served as a Client Portfolio Manager at Invesco, where he worked on the company’s Global Equity investment team. He has worked with individual clients, as well as large institutions along with their advisers. In addition to his client portfolio management responsibilities, Justin was Director of Strategic Planning for the global firm. He is a graduate of Wake Forest University, where he earned a bachelor's in business with a focus in finance.
Justin lives in Atlanta with his wife and two young daughters. He is actively involved in the local community, serving as President of the Friends of Bitsy Grant Tennis Center, a non-profit organization.
Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.
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