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Justin Dyer, CFA®, CFP®
CIO & COO
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BA, CFA®, CFP®
Justin Dyer is a Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®). He serves as both the Chief Investment Officer and Chief Operating Officer for Bridge. He brings over 12 years of portfolio management, operational and wealth management experience to his roles. Prior to joining Bridge, Justin was a wealth manager and co-CIO serving high net worth individuals at an independent wealth management firm in the Bay Area. He is passionate about guiding clients through complex life decisions and helping them better understand financial markets and the power of investing.
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Justin holds a BA in Economics with a Minor in Mathematics from the University of California, Santa Cruz and earned a graduate certificate from the UC Berkeley Personal Financial Planning Program. He is a member of the Los Angeles chapter of the CFA Society.
“Be the change you want to see in the world”
– Gandhi
What are two interesting facts about you?
I have twin girls (and a son) and have traveled to over 12 countries.
What is something [people in your industry/niche] have to deal with that you want to fix?
We, as an industry and specifically Wall Street, have not done ourselves any favors so we strive to prove to people we will always put our clients’ best interests first.
What do you do at Bridge?
I oversee all operational aspects of the firm. My team consists of the investment professionals, client service specialists, compliance and IT.
What are your credentials/past experience, for working in your position?
I have served as both a Wealth Manager and Co-Chief Investment Officer in prior roles. As a Wealth Manager, I focused on helping clients navigating the financial complexities and goals that arise in their peak parenting and peak career years. As Co-CIO, I oversaw the investment operations and led the investment committee for a fast growing Registered Investment Advisor in San Francisco.
What’s your Archetype?
Protagonist ENFJ-A / ENFJ-T
What do you like about working at Bridge?
The drive for excellence. It is very rewarding to be part of a team that always wants to be better – better advisors, better team members, better people.
What’s your background?
I am a native Californian. My parents were hippies that moved to the Bay Area in the early 70’s. My mom was getting away from a blue blood childhood in Baltimore, Maryland and my dad was a budding young musician from St. Louis, Missouri seeking like-minded people. Luckily they met, got married and had me and my older sister. I was born in the Bay Area, grew up in Los Angeles and have lived all over the State and will never leave (never say never, right…?). I am married to my high school sweetheart and we have 3 kids – James, Claire & Olivia. In my past life, pre-young kids, I loved to travel, race sail boats, ride bikes competitively and even surf when I lived by the beach. I now get my kicks running and spending time with my family.
What are the Bridge Advisory Core Values that drive you?
Be straightforward, accountable & client focused.
Your top three favorite Podcasts/Books?
Freakonomics Radio, This American Life, The Economist
What do you enjoy doing when you are not working?
Running, riding bikes, spending time with my wife and kids going on an adventure, trying new and interesting food and wine, sailing when I can find the time.