Profile
Mr. Justin Wallace is an Analyst at Phocas Financial Corp.
He brings a decade of financial services experience to bear at the firm.
He focuses his efforts on the consumer and industrial economic sectors.
Mr. Wallace commenced his investment industry career at AXA Advisors, and then joined Trugent Capital, a hedge fund focused on public equities.
At Trugent Capital, he was responsible for conducting primary research, proprietary modeling, and general equity analysis to recommend and following paired trades as an analyst.
He was also responsible for executing trades using a variety of trading systems and platforms.
Mr. Wallace graduated from Texas Christian University, where he earned his Bachelor of Business Administration degrees in Marketing and Entrepreneurial Management.
Justin Wallace active positions
| Companies | Position | Start |
|---|---|---|
Phocas Financial Corp.
 Phocas Financial Corp. Investment ManagersFinance Phocas Financial Corp. (Phocas) is an independent, SEC-registered investment advisor headquartered in Alameda, California. The firm was founded by William F. K. Schaff in 2005. Phocas manages separate accounts and mutual funds for institutional investors, investment advisors, and individual investors. | Analyst-Equity | 2012-12-31 |
Former positions of Justin Wallace
| Companies | Position | End |
|---|---|---|
Equitable Advisors LLC
 Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Corporate Officer/Principal | - |
Trugent Capital LP
 Trugent Capital LP Investment ManagersFinance Founded by Bo French, Scott Lydick and Doug Shippee in 2007, Trugent Capital is a hedge fund manager located in Fort Worth, Texas. They manage the Trugent Fund LP. | Corporate Officer/Principal | - |
Training of Justin Wallace
| Texas Christian University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Equitable Advisors LLC
Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Finance |
Phocas Financial Corp.
Phocas Financial Corp. Investment ManagersFinance Phocas Financial Corp. (Phocas) is an independent, SEC-registered investment advisor headquartered in Alameda, California. The firm was founded by William F. K. Schaff in 2005. Phocas manages separate accounts and mutual funds for institutional investors, investment advisors, and individual investors. | Finance |
Trugent Capital LP
Trugent Capital LP Investment ManagersFinance Founded by Bo French, Scott Lydick and Doug Shippee in 2007, Trugent Capital is a hedge fund manager located in Fort Worth, Texas. They manage the Trugent Fund LP. | Finance |
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