Contact Info
Justin Rae

Justin Rae is a life-long entrepreneur and specializes in complex financial planning involving successful entrepreneurs and individuals who have extensive investments (illiquid and liquid), and working with awesome people doing amazing things.  Justin has managed portfolios and worked with individual and institutional clients since 2002.  He previously worked with the boutique firm B-Line LLC in Seattle, WA, transitioned to UBS Financial Services, Inc. and Morgan Stanley.  Justin has a BA in International Affairs from Lewis and Clark College, an MBA from Seattle University, and is a Certified Financial Planner (CFP).  He serves as president of the board of the Bend Paddle Trail Alliance and is a founding partner of Bend Outdoor Worx, an outdoor industry specific accelerator/incubator.

Here are a few other projects that Justin has been a part of over the years: