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Justin LaRosa

Justin LaRosa

Followers of Justin LaRosa1000 followers
location of Justin LaRosaBuffalo, New York, United States

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  • Timeline

  • About me

    Private Wealth Manager

  • Education

    • State University of New York College at Brockport

      2014 - 2018
      Bachelor of Science - BS Finance & Economics

      Activities and Societies: NCAA Baseball Team, Finance Club, Treasurer Student Athlete Advisory Committee, Captain's Council, Peer Mentor for Exceptional Talent Student Athletes.

    • Canisius College

      2018 - 2019
      Master of Business Administration - MBA Finance and Financial Management Services

  • Experience

    • Brockport Baseball

      Aug 2014 - May 2018

      • Team Captain

        Aug 2017 - May 2018

      • Student Athlete

        Aug 2014 - May 2018

    • HSBC

      Jun 2017 - Aug 2017
      Intern

    • Canisius College Golden Griffin Fund

      Aug 2018 - Mar 2019
      Equity Research Analyst

      Focused research on emerging technologies including 5G, AI, and Maching Learning(LLMs). More specifically I looked into how these technologies are impacting business decisions and creating new opportunities for growth.

    • Laila

      Dec 2018 - May 2020
      Co-Founder & Head of User Growth

      Discover who’s available and things to do in your community with Laila. We're upgrading the lives of college students by making the process of getting together with friends seamless.

    • SureQue

      Jun 2020 - Sept 2020
      Co-Founder

      Automated communication management tool for home service providers. SureQue Save time, closes more leads, and grows online reputation.

    • Southtowns Financial Group, Inc.

      Sept 2020 - now

      • Wealth Manager & Partner

        Jan 2024 - now

      • Wealth Manager

        Sept 2020 - Feb 2024

  • Licenses & Certifications

    • Bloomberg Certified

      Bloomberg LP
      Nov 2017

    • Accredited Asset Management Specialist

      Kaplan Financial Education
      Jun 2022

    • Series 66 Investment Advisor Representative

      NASAA
      Apr 2021

    • Certified 401(k) Professional

      TRAU - The Retirement Advisor University
      Dec 2021

    • Series 7 General Securities Representative

      FINRA
      Feb 2021

    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      New York State Department of Financial Services
      Nov 2020

  • Honors & Awards

    • Awarded to Justin LaRosa
      SUNYAC Academic Team SUNYAC May 2018 Maintain at least a 3.0 GPA during baseball season. Also received this award in May of 2015, 2016, 2017
    • Awarded to Justin LaRosa
      Dick Bonalewicz Memorial Triple C Award Head Baseball Coach Justin Beach May 2017 Given to the player that personifies highest levels of character, commitment, and coachability.
    • Awarded to Justin LaRosa
      Dean's List With Honors Recipient - Dec 2016
    • Awarded to Justin LaRosa
      SUNYAC Comissioner's List SUNYAC May 2016 Carry a GPA of at least 3.33 for 3 consecutive semesters as a student-athlete
    • Awarded to Justin LaRosa
      Dean's List Recipient - Dec 2014 Also received this award in May 2015 and May 2016

  • Volunteer Experience

    • Coordinator

      Issued by State University of New York College at Brockport on Sept 2015
      State University of New York College at BrockportAssociated with Justin LaRosa

    • Treasurer

      Issued by Student Athlete Advisory Committee on Sept 2017
      Student Athlete Advisory CommitteeAssociated with Justin LaRosa

    • Volunteer Staff

      Issued by Student Athlete Advisory Committee on Sept 2015
      Student Athlete Advisory CommitteeAssociated with Justin LaRosa