Justin Stein, CFA, CFP^®

Portfolio Manager

Justin Stein is a Portfolio Manager at Meyer Capital Group. His responsibilities include establishing, implementing, and monitoring customized investment portfolio strategies based on client’s financial objectives and risk tolerances. Justin also serves on Meyer Capital Group’s Investment Committee.

Justin has over 8 years of experience in the financial services industry. Prior to joining Meyer Capital Group, he served as Vice President & Investment Advisor at PNC Private Bank. Justin is a CERTIFIED FINANCIAL PLANNER^® professional, a Chartered Financial Analyst^® Charterholder, and a member of the CFA Society of Philadelphia. He is a graduate of Temple University, with a Bachelor of Science in finance and minor in accounting from the Fox School of Business.

Justin is a native of the greater Philadelphia area, born and raised in Holland, PA and currently residing in Mount Laurel, NJ with his fiancé, Heather. Outside of the office, Justin enjoys golfing, working out, traveling, and spending time with family and friends.