Meet Justin Terman
Investment Consultant
As an Investment Consultant at Clark Capital Management Group, Justin is responsible for supporting Clark Capital’s partnerships with wealth advisors in their dedication to affluent families, high net worth individuals, foundations, and retirement plans. Together, Justin and his Partners specialize in providing highly customized and long-term investment solutions with a level of sophistication typically reserved for ultra-high net worth, and institutional investors. Justin assists his Partners in building their ideal wealth counseling practice and supports advisors with the tools, techniques, and degree of service that allows them to focus on their clients’ needs and financial security.
Prior to joining Clark Capital, Justin spent 15 years with Meeder Investment Management where he worked as Vice President of Business Development, specializing in the development of customized Outsourced Chief Investment Officer solutions for Independent and Registered Investment Advisors. Additionally, Justin served as National Sales Manager, leading a team of consultants that was focused on building personalized solutions for high net worth clients. He has a B.S. in Finance from Kent State University and holds the FINRA Series 7 and 66 licenses.
Insights by Justin
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