Justin Stone Email & Phone Number

Cincinnati, Ohio, Us

Canopy Partners is a highly differentiated, independently owned muti-family office serving a limited number of families with generational wealth. We cater to business families, current and retired C-suite public company executives, and families with established wealth. Canopy is an SEC registered investment advisor (RIA).Our differences are clear and compelling:1. Specialists in Generational Wealth: This is all we do – Canopy Partners is a true family office firm focused on generational wealth and family wellbeing by advising through the intersection of estate strategy, tax and investing.2. Member-Only Model: The families we advise are more than just clients. We operate as the “Financial Home” for our "Members" whose complex needs closely match Canopy’s capabilities.3. Unique Ownership: A purposeful ownership structure where certain Member families are also owners in the firm. This ensures long-term alignment and accountability which is a benefit for all Members. This also enables us to remain independent and thus free of commercial or institutional ownership and related constraints and conflicts of interest.

Cincinnati, Oh, Us

Co-founder of Carriage House Car Wash. Led the growth of the business and ultimate sale to Tire Discounters in August 2022. Carriage House became Tire Discounters' car wash platform and division to take the company's winning concept across the Midwest. As Vice President, oversaw the company's growth plans of new and existing sites, led entry into new markets, motivated and guided its regional and site retail teams and worked across the Tire Discounters organization to expand the competitive positioning and consumer experience of all Carriage House locations. This included growth through its "Neighborhood Wash" concept (express tunnels) and "Express Wash" concept that was formed through a mutli-year development partnership with United Dairy Farmers.

Cincinnati, Ohio, Us

Minneapolis, Minnesota, Us

Senior leader of a family office services and consulting team for Ascent Private Capital Management. Responsibilities included new client cultivation, relationship management, and leading ongoing service delivery and consulting activity. Market geography covered the East Coast and Midwest regions (mostly Chicago, New York / Tri-State, Charlotte, Florida, St. Louis, and all Mid West territories). Clients ranged from +$100mm net worth business-owning families, former Fortune 500 CEOs, multi-generational families with inherited wealth, private family foundations, and single family office (SFO) entities managing enterprises upwards of $6bb.Oversaw a highly talented and experienced multi-disciplinary team responsible for the daily fulfillment of services to the clients. Ensured that each client family had clearly defined expectations of their experience with Ascent and that our team had the information and engagement from the client to be successful. I also led new service / capability design and development.

Minneapolis, Minnesota, Us

Cincinnati, Oh, Us

Led all marketing planning and production activities for the firm's traditional institutional, private equity and wealth management lines of business. Lead responsibilities included strategic planning, product development and management, RFP/proposal writing, consultant relations and database oversight, market segmentation and campaign development, CRM system management, online and social media oversight, corporate communications, presentation development and training, and corporate scorecard development and deployment.

Cincinnati, Oh, Us

Held a variety of corporate positions in both a leadership and managerial capacity by rotating across the company's business units for 3 years. Assignments were designed to challenge and build skills in the areas of strategic analysis and planning, business modeling, leading in complex and challenging settings, team building, and sales and marketing. Assignments provided exposure to a variety of both front and back office functions.More may be read at: http://www.westernsouthern.com/ldp/justin.htm

Barcelona, Catalonia, Es

Founding employee. Led the business development activities across the U.S. in both the consumer and business publishing sectors. Responsible for educating publishers on the future of digital publishing as well as proposal development and negotiation. Successfully on-boarded titles of leading magazine publishers, including Time Inc., Cahners, Harvard Business Review, Fast Company, and MIT Review. Developed the business plan that outlined market opportunities, segmentation schemes, competitive landscape, and growth strategies. This plan helped secure venture and growth capital from NEA and Intel.

Mba, Business Administration, Management And Operations

Ba, Economics