Justin Richter, CFA, CFP®
Designations and Licenses
Justin holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNERTM professional.
Experience and Education
Justin develops and delivers wealth planning and investment management solutions for high-net-worth and institutional clients. He has a background in economic theory, asset allocation and securities selection and is a member of the firm’s Investment Committee.
With more than a decade of experience in the financial services industry, he joined Mariner from BOK Financial, where he was a senior vice president and client advisor. Before that, 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.
He has a bachelor’s degree with a concentration in finance from the Wharton School of Business at the University of Pennsylvania.
Accolades
Justin was ranked #346 on the Forbes 2020 Top Next-Gen Advisors list. In 2024, he ranked #60 in Kansas on Forbes’ Best-In-State Wealth Advisors in Kansas.
Personal Interests
Justin is a member of the Kansas City Tomorrow Class of 2017-2018 through The Civic Council of Greater Kansas City. He is a board member and volunteer for Junior Achievement of Greater Kansas City. He also serves on the community advisory committees for REACH Healthcare Foundation and AdventHealth – Overland Park.
Justin’s Office
Top Next-Gen Advisors: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for Top Next-Gen Advisors for 2020 were published in September 2020 and were based on March 31st data, including 1- and 5-year periods. The ranking is based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. Advisors have a minimum of four years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass the highest standards of best practices.
Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2024 were published in April 2024 and were based on June 30th data, including 1- and 5-year periods. The ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews.
Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. The rankings are not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.forbes.com.
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