Justin Ostrowski, Cfa Email and Phone Number
I have a proven track record of success at a Family Office in overseeing investment lifecycle, equity research, financial modeling, and operations. I am well-versed at coordinating investment improvements, evaluating market trends and competitive landscape, and managing tax liabilties. I am adept at navigating complex financial markets and supervising due diligence procedures.In my time at Dapper, I was responsible for devising GTM/pricing plans and driving tactical, data-driven decisions. I am skilled at communicating and collaborating with the C-Suite on corporate objectives and been a direct owner of the P&L. I have a reputation as a manager who motivates and learns from his team by working alongside them to understand pain points and implement process and tooling improvements.
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Managing DirectorReicon Wealth Advisors, LlcAtlanta, Ga, Us -
Strategy ContractorVarious May 2024 - Present
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Senior Economy LeadDapper Labs Oct 2022 - Jul 2023• Formulated economic forecasts based on macro trends, competitive landscape, and current and potential customers • Crafted KPIs for product sprints and ran agile cross-functional teams of product, engineering, and design leads• Produced and maintained P&L forecasts while delivering regular updates to CEO and senior leaders• As the head of Live Operations managing a team of up to 8 direct reports, implemented new tooling and processes leading to a 50% reduction in task time (saving… Show more • Formulated economic forecasts based on macro trends, competitive landscape, and current and potential customers • Crafted KPIs for product sprints and ran agile cross-functional teams of product, engineering, and design leads• Produced and maintained P&L forecasts while delivering regular updates to CEO and senior leaders• As the head of Live Operations managing a team of up to 8 direct reports, implemented new tooling and processes leading to a 50% reduction in task time (saving 60+ weekly hours), minimizing error rate, and providing more transparency to stakeholders • Launched UI upgrades that resulted in increased engagement, retention, and liquidity• Advised on design and launch of La Liga Golazos and Disney Pinnacle product lines Show less -
Economy LeadDapper Labs May 2021 - Oct 2022• Owned pricing and packaging strategy optimizing for revenue and consumer sentiment, leading to largest grossing primary sales month ever ($20mm+) and reviving secondary sales market to best 2 months in past 3 quarters• Developed a secondary marketplace bidding system to increase liquidity, capturing over 20% of new sales in the first quarter • Designed a leaderboard system that consistently resulted in >100% engagement on key dates vs. baseline • Directed economy/game design… Show more • Owned pricing and packaging strategy optimizing for revenue and consumer sentiment, leading to largest grossing primary sales month ever ($20mm+) and reviving secondary sales market to best 2 months in past 3 quarters• Developed a secondary marketplace bidding system to increase liquidity, capturing over 20% of new sales in the first quarter • Designed a leaderboard system that consistently resulted in >100% engagement on key dates vs. baseline • Directed economy/game design for NFL ALL DAY and UFC Strike from concept into beta launch Show less -
Principal, Head Of TradingReicon Capital Jan 2019 - May 2021Atlanta, Ga• Steered research and trade structuring for >$250mm across four portfolio strategies in a $500mm+ Family Office• Constructed portfolios of ETFs, equities, options, Preferred Stock, Treasuries, CLOs, and alternatives to meet client objectives• Owned investment lifecycle including sourcing, entry point, trading, monitoring, reporting, tax liability, and exit point • Reduced clients’ tax liabilities through proactively trading positions for optimized market exposures• Ran… Show more • Steered research and trade structuring for >$250mm across four portfolio strategies in a $500mm+ Family Office• Constructed portfolios of ETFs, equities, options, Preferred Stock, Treasuries, CLOs, and alternatives to meet client objectives• Owned investment lifecycle including sourcing, entry point, trading, monitoring, reporting, tax liability, and exit point • Reduced clients’ tax liabilities through proactively trading positions for optimized market exposures• Ran >$100mm notional value book of SPY/SPX options for alpha generation and risk mitigation • Created favorable risk-adjusted returns depending on strong understanding of probabilities and payoff diagrams• Oversaw ETF replication strategy responsible for active indexing and tax minimization • Supervised Hedge Fund investments with a focus on concentrated strategies with under $500mm – $3B in AUM • Transferred operations system from legacy software to cutting-edge software package, ensuring accurate data transfer• Evaluated new environment and automated reporting processes, resulting in minimizing mismatch rate from >50% to 0% Show less -
Vice President, Head Of TradingReicon Capital Feb 2012 - Jan 2019Atlanta, Ga• Sourced high-performing stocks with favorable risk profiles via financial analysis, industry engagement, and networking including successful investments in e-commerce and payments sectors, such as PYPL, MELI, and ETSY• As Head of Trading, implemented trades with a focus on cost and risk reduction, 3k to 10k+ yearly trades • Invested in ~85 tranches of CLO Equity including CLOs from: Ares, Bain, Blackstone, Carlyle, CIFC, CSAM, Golub, & Voya• Managed Co-Prime Brokerage… Show more • Sourced high-performing stocks with favorable risk profiles via financial analysis, industry engagement, and networking including successful investments in e-commerce and payments sectors, such as PYPL, MELI, and ETSY• As Head of Trading, implemented trades with a focus on cost and risk reduction, 3k to 10k+ yearly trades • Invested in ~85 tranches of CLO Equity including CLOs from: Ares, Bain, Blackstone, Carlyle, CIFC, CSAM, Golub, & Voya• Managed Co-Prime Brokerage relationships with Fidelity and Goldman Sachs• Oversaw daily tax lot reconciliation and worked closely with the CFO and Controller on tax loss harvesting and planning• Managed analyst team responsible for trading and reporting Show less -
Trade Desk AnalystReicon Capital Dec 2010 - Feb 2012Atlanta, Ga• Responsible for daily portfolio and performance reporting, trade booking, and reconciliation
Justin Ostrowski, Cfa Education Details
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Economics -
Management Studies
Frequently Asked Questions about Justin Ostrowski, Cfa
What company does Justin Ostrowski, Cfa work for?
Justin Ostrowski, Cfa works for Reicon Wealth Advisors, Llc
What is Justin Ostrowski, Cfa's role at the current company?
Justin Ostrowski, Cfa's current role is Managing Director.
What schools did Justin Ostrowski, Cfa attend?
Justin Ostrowski, Cfa attended Duke University, Duke University - The Fuqua School Of Business.
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