Justin Caldwell Boller
Chief Investment Officer at Bison Wealth LLC
Justin Caldwell Boller active positions
| Companies | Position | Start | End |
|---|---|---|---|
Liquid Strategies LLC
 Liquid Strategies LLC Investment ManagersFinance Liquid Strategies is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2013 by Brad Ball, Shawn Gibson and Adam Stewart. Liquid Strategies provides investment advisory services to a registered investment company, an Exchanged Traded Funds (ETFs) complex and separately managed accounts. | Portfolio Manager-Equities | 2016-12-31 | - |
| Market Strategist | 2016-12-31 | - | |
Bison Wealth LLC
 Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Chief Investment Officer | 2021-02-28 | - |
| Investment Committee Member | 2021-02-28 | - |
Career history of Justin Caldwell Boller
Former positions of Justin Caldwell Boller
| Companies | Position | Start | End |
|---|---|---|---|
Advocacy Wealth Management LLC
 Advocacy Wealth Management LLC Investment ManagersFinance Advocacy Wealth Management LLC (Advocacy Wealth) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2007 and is solely owned by Forge Consulting LLC. Advocacy Wealth offers investment advisory services to corporations, individuals, trusts, charities and estates. | Chief Investment Officer | 2014-04-30 | 2019-06-30 |
| Portfolio Manager-Equities | 2014-04-30 | 2019-06-30 |
Training of Justin Caldwell Boller
| Wake Forest University | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Chief Investment Officer | 2 |
| Portfolio Manager-Equities | 2 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Advocacy Wealth Management LLC
Advocacy Wealth Management LLC Investment ManagersFinance Advocacy Wealth Management LLC (Advocacy Wealth) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2007 and is solely owned by Forge Consulting LLC. Advocacy Wealth offers investment advisory services to corporations, individuals, trusts, charities and estates. | Finance |
Liquid Strategies LLC
Liquid Strategies LLC Investment ManagersFinance Liquid Strategies is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2013 by Brad Ball, Shawn Gibson and Adam Stewart. Liquid Strategies provides investment advisory services to a registered investment company, an Exchanged Traded Funds (ETFs) complex and separately managed accounts. | Finance |
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Finance |
