Justin Stone

Justin Stone Email and Phone Number

Multi-Family Office business Partner and entrepreneur; UHNW advisory; Business leadership and growth @ Canopy Partners, LLC
Justin Stone's Location
Cincinnati, Ohio, United States, United States
Justin Stone's Contact Details

Justin Stone personal email

About Justin Stone

Justin is a Partner of Canopy Partners - a boutique and independently owned multi-family office. He has enjoyed a nearly 30-year career in financial services across the investment banking, institutional investment management and family office industries. As a visionary business leader, Justin focuses on Canopy Partners’ strategy, service model innovation, and commitment to delivering a superior Member client experience. Justin understands family business, family values and all the aspects that need to be considered in managing a complex family business and family financial enterprise. During his career, Justin also co-founded a successful business in the automotive industry called Carriage House Car Wash. He led its retail operations, marketing, strategy, partnerships and human resources to scale it for substantial growth which ultimately led to its successful sale to a local strategic buyer in 2022. He relates to the challenges and considerations to grow and operate a family business and the accountability a family business has to its owners, employees and community.He brings an energetic and authentic leadership style with strong communication, planning and operational skills. As a former collegiate rower, he is passionate about teamwork, mutual trust, collaboration and the thrill of shared success. He is sometimes referred to as a creative or “alternative” thinker by drawing upon his diverse experience. He is also a self-anointed amateur economist. Justin has an MBA from Cornell University's Johnson School of Management (Summa Cum Laude) and a BA, Economics (Phi Beta Kappa) from Union College in Schenectady, NY.

Justin Stone's Current Company Details
Canopy Partners, LLC

Canopy Partners, Llc

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Multi-Family Office business Partner and entrepreneur; UHNW advisory; Business leadership and growth
Justin Stone Work Experience Details
  • Canopy Partners, Llc
    Partner
    Canopy Partners, Llc Apr 2024 - Present
    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.
  • Tire Discounters, Inc.
    Carriage House Car Wash: Co-Founder And Senior Executive Of Retail Sales And Growth
    Tire Discounters, Inc. Aug 2022 - Apr 2024
    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.
  • Carriage House Car Wash
    Co-Founder
    Carriage House Car Wash Nov 2018 - Apr 2024
    Cincinnati, Ohio, Us
  • Ascent Private Capital Management
    Managing Director, Client Advisory
    Ascent Private Capital Management Jan 2019 - Jul 2022
    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.
  • Ascent Private Capital Management
    Managing Director, Client Experience
    Ascent Private Capital Management Aug 2012 - Dec 2018
    Minneapolis, Minnesota, Us
  • Fort Washington Investment Advisors
    Avp, Marketing Strategy And Institutional Product Development
    Fort Washington Investment Advisors Aug 2007 - Jul 2012
    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.
  • Western & Southern Financial Group
    Corporate Development, Leadership Development Program
    Western & Southern Financial Group Aug 2004 - Aug 2007
    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
  • Zinio Systems, Inc.
    Director, Business Development
    Zinio Systems, Inc. Feb 2000 - Aug 2002
    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.
  • Advest Investment Banking
    Senior Associate
    Advest Investment Banking 1997 - 2000

Justin Stone Skills

Business Planning New Business Development Asset Management Team Leadership Private Client Services

Justin Stone Education Details

  • Cornell University
    Cornell University
    Management And Operations
  • Union College
    Union College
    Economics

Frequently Asked Questions about Justin Stone

What company does Justin Stone work for?

Justin Stone works for Canopy Partners, Llc

What is Justin Stone's role at the current company?

Justin Stone's current role is Multi-Family Office business Partner and entrepreneur; UHNW advisory; Business leadership and growth.

What is Justin Stone's email address?

Justin Stone's email address is ju****@****ank.com

What schools did Justin Stone attend?

Justin Stone attended Cornell University, Union College.

What skills is Justin Stone known for?

Justin Stone has skills like Business Planning, New Business Development, Asset Management, Team Leadership, Private Client Services.

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