Justin Richter

Justin Richter, CFA, CFP®

Senior Wealth Advisor

Overland Park, KS

Justin Richter focuses on developing and delivering wealth planning and investment management solutions for high-net-worth and institutional clients. He is also an integral member of the Mariner Wealth Advisors investment committee. Justin brings to the table an extensive background in economic theory, asset allocation and securities selection.

A seasoned wealth and investment professional with more than a decade of experience in the financial services industry, Justin joined Mariner from BOK Financial, where he was a senior vice president and client advisor. Before joining BOK Financial, Justin spent nine years as a portfolio manager at UMB Bank, where he worked with a team to provide comprehensive financial solutions to high-net-worth individuals and institutions. In that role, he leveraged a combination of investment management, banking, trust and estate planning, and charitable gifting strategies. He also served as a member of the bank’s asset allocation and equity selection committees.

Justin has a bachelor’s degree with a concentration in finance from the Wharton School at the University of Pennsylvania in Philadelphia, Pa. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 63 and 65 licenses. Justin has also obtained the Chartered Financial Analyst® (CFA) designation and is a member of the CFA Institute and the CFA Society of Kansas City. In addition, he assists with local recruitment programs for the University of Pennsylvania Alumni Association.