Justin Tate Email & Phone Number

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Managing Director, Portfolio Manager @ (April 2026 - Present)
Managing Director, Cheif Investment Officer (CIO) @ (April 2026 - Present)
Portfolio Manager @ (August 2025 - April 2026)
Portfolio Manager and Trader @ (November 2021 - January 2025)
VP, Associate Portfolio Manager @ (July 2020 - December 2020)
Senior Investment Advisor @ (June 2019 - July 2020)
VP, Investment Banker - Corporate Middle Market @ (July 2016 - May 2018)
VP, Private Wealth Portfolio Management @ (August 2010 - July 2016)
Physical Natural Gas Trader @ (December 2008 - August 2010)
Stock Broker @ (October 2005 - December 2008)

Yale University
CIMA® (School of Management)
Louisiana State University
Graduate School of Banking
University of West Florida
Bachelor of Arts (B.A.) (Marketing/Marketing Management, General)

Justin Tate, based in St. Louis, MO, US, is currently a Managing Director, Portfolio Manager at Laclede Private Capital. Justin Tate brings experience from previous roles at Laclede Private Capital, NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY and WealthTrust Asset Management LLC. Justin Tate holds a CIMA® in School of Management @ Yale University. With a robust skill set that includes Agile Methodologies, Financial Analysis, Financial Planning, Investments, Mergers & Acquisitions (M&A) and more. Justin Tate has 1 emails and 6 mobile phone numbers on RocketReach.

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