Investment Analyst / Administrator
Years Investment Analyst Experience
Investment Reports Generated
Total Assets Analyzed
Justin Vivian is an experienced investment analyst specializing in due diligence, accounts reconciliation, and investment performance reporting on various asset classes. After graduating from UCLA with a bachelor’s degree in economics, Justin spent the past five years at Angeles Investment Advisors, where he gained the foundational knowledge to administer institutional and high-net-worth individuals accounts with over $100 million in assets. During that time, he worked on an array of high-volume accounts like pensions, foundations, endowments, and 401ks as well as a wide variety of investments, including private equity, mutual funds, hedge funds, separate accounts, ETFs, real estate, and fixed income.
In early 2020, Justin joined the Wealth Excel team to assist with clients’ onboarding, administration, and investment analyses reporting directly to the Managing Director. He is responsible for portfolio modeling and simulation and efficiency improvements.