Meet the Team

Daniel C. Guy, CFA, CAIA

Senior Analyst

Role: Dan is the trader of investment strategies and serves as the liaison to the Junto Wealth client service team.

Specialization: Investment Trader and Performance Manager

James W. Judge, CFA, MBA

CFA, MBA
Chief Compliance Officer

Role: Jim is responsible for portfolio operational functions, including compliance and trading. 

Specialization: Portfolio Management

Kevin R. Harper, MBA

Portfolio Manager

Role: Kevin is responsible for the development and implementation of investment solutions and research. 

Specialization: Portfolio Management

Stephanie DiSabello

Head of Client Service

Role: Stephanie's personal mission is to ensure that everyone realizes value and knows how important they are to us.