As the Investment Operations Manager at Boyd Wealth Management, my responsibilities include Investment Monitoring, Portfolio Management, Trading, and Client Service. I have been working in the financial services industry since 2009, with previous experience at Ameriprise Financial, Constellation Wealth Advisors, and First Republic Investment Management. Throughout my career, I have enjoyed a combination of investment research, portfolio construction, and investment operational roles. I look forward to bringing a well-rounded perspective to our clients. What motivates me is providing an exceptional client experience while continuing to push the limits of available technology and resources

Justin Steingraber
Investment Operation Manager
Boyd Wealth Management LLC
United States, California, Rocklin
About Me
Profile Information
Investment Operation Manager
Boyd Wealth Management LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Rocklin
California
United States
Sep 6, 2024
Work Experience
Boyd Wealth Management LLC
Investment Operations Manager Jul 2020 - Present
Email: justin@boyd-wealth.com
More profiles to browse
Brian Boyd
Managing Partner
Ryan Triplett
Partner
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST