Justin Richter

Justin Richter, CFA, CFP®

Senior Wealth Advisor

Overland Park, KS

As a senior wealth advisor, Justin focuses on developing and delivering wealth planning and investment management solutions for high-net-worth and institutional clients. He brings to the table a 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 Wealth Advisors 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 highnet-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. 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.

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 active volunteer for Junior Achievement of Greater Kansas City. He also serves on the community advisory committees for REACH Healthcare Foundation and for AdventHealth – Overland Park. In addition, Justin assists with local recruitment programs for the University of Pennsylvania Alumni Association.