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Justin May

Portfolio Manager at Old Peak Finance
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About Justin May

Justin May is Portfolio Manager of Old Peak Finance based in 100 Europa Dr Ste 410 Chapel Hill, North Carolina 27517, US. Previously worked at Triad Financial Advisors, Inc - A OneDigital Company as a Portfolio Manager. Old Peak Finance is a Finance, Insurance company in 100 Europa Dr Ste 410 Chapel Hill, North Carolina 27517, US with 15 employees.

Justin May has 12 years of professional experience, with an average of 2 years per position throughout their career. Their recent employment history shows 1 changes in the past 3 years, with high job stability. they do not have Fortune 500 company experience.

Justin May holds a degree from UC Santa Barbara, with 9 years since graduation. Their career does not include experience at a global enterprise, with a base location in Greensboro, North Carolina, United States, us.

Justin May Social
Justin May Work
Justin May have been working for 12 years. Currently Justin May is the Portfolio Manager @Old Peak Finance, with experience in Portfolio Manager, Portfolio Analyst @Triad Financial Advisors, Inc - A OneDigital Company
Portfolio Manager
Aug 2023 - Present · 1 years and 11 months
Dec 2019 - Aug 2023 · 3 years and 8 months
Portfolio Manager
Nov 2022 - Aug 2023 · 9 months
Portfolio Analyst
Dec 2019 - Nov 2022 · 2 years and 11 months
About Justin May's Current Company
2-10 Employees

Old Peak Finance is founded in 2011, operates from its headquarter in 100 Europa Dr Ste 410 Chapel Hill, North Carolina 27517, US. The company operates in the Finance, Insurance sector.

Old Peak Finance specializes in Tailored financial planning, Comprehensive financial advice, Acting as fiduciaries, Institutional-level investing, Nobel Prize-winning investment strategies, and offers services including Financial planning services, Investment management, and Estate planning services.

Year Founded
2011
Social Media
Linkedin
Company Type
LLC
Tax Code
company number / 1157364
Primary Industry
Finance, Insurance
HQ Location
100 Europa Dr Ste 410 Chapel Hill, North Carolina 27517, US
Registered Agent
Waechter, Richard
Expertise
Tailored financial planningComprehensive financial adviceActing as fiduciariesInstitutional-level investingNobel Prize-winning investment strategies
Solutions
Financial planning servicesInvestment managementEstate planning servicesTax planning services
Keywords
Financial PlanningRetirement PlanningRetirement AdviceExecutive Financial PlanningPersonalized Financial PlansTailored Financial AdviceWealth ManagementFinancial Planning ServicesFinancial AdviceWealth Building Strategies
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Justin May Education

Justin May completed at UC Santa Barbara (2014 - 2017) , at UC Santa Barbara (Present) , etc

UC Santa Barbara
2014 - 2017
UC Santa Barbara
Economics
Present

Justin May Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Justin May found in 2025.

  • Email AddressJ**@oldpeakfinance.comPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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