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Justin Hult, MBA, CFA

Director of Investment Operations, Chief Compliance Officer, Principal, San Rafael

We really care. It all begins with living each day from the heart, making each others’ lives a little better by thinking through how we can work together more proactively and efficiently, which in turn makes it easier for all of us to deliver great service to clients.

Justin oversees the day-to-day activities of the Investment Operations team. His goal is to always find ways to add value and affect positive change for our clients and their portfolios, whether that’s through optimizing tax locations in individual portfolios or developing processes and policies to fine-tune cash balances across all accounts.  In addition, he also serves as the firm’s Chief Compliance Officer.

Justin has been with Private Ocean since 2000 in a variety of investment-related roles. In his spare time, he and his family enjoy getting outside and taking road trips around Marin County and the greater San Francisco Bay Area. He’s also a trail runner and a fan of comfort foods – he claims he could eat an entire tray of lasagna if left unattended.

Education

  • MBA, Washington University in St. Louis
  • BS in Civil Engineering, Washington University in St. Louis
  • BS in Mathematics, University of Puget Sound
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