Justin Pawl, CFA, CAIA, CFP®

San Antonio, Texas, United States Contact Info
2K followers 500+ connections

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    Financial Advisory, Financial Planning, Financial Analysis, Wealth Management, and Retirement Planning

About

I have more than 20 years of experience serving clients in complex sectors of the…

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Experience

  • CAPTRUST

Education

  • UC Santa Barbara

Licenses & Certifications

  • Certified Financial Planner (CFP) Graphic

    Certified Financial Planner (CFP)

    CFP Board

    Issued

  • CAIA

    CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION, INC

    Issued
  • CFA Graphic

    CFA

    CFA Institute

    Issued

Volunteer Experience

  • Briscoe Western Art Museum Graphic

    Board of Directors

    Briscoe Western Art Museum

    - 3 years 1 month

    Arts and Culture

    The Briscoe Western Art Museum preserves and interprets the art, history, and culture of the American West through engaging exhibitions, educational programs, and public events reflective of the region’s rich traditions and shared heritage.

  • Social Venture Partners San Antonio Graphic

    Founding Partner

    Social Venture Partners San Antonio

    - Present 8 years 7 months

    SVP SA seeks innovative, growing nonprofits that are making a measurable difference for families in San Antonio. We provide funding and expertise to expand their capacity and sustainability so those we support can do more.

  • Social Venture Partners San Antonio Graphic

    Director of the Board

    Social Venture Partners San Antonio

Publications

  • What the Box Office Can Tell Us About the 2024 Markets

    VESTED Magazine

    Other authors
    See publication

  • Once Bitten, Twice Shy

    VESTED Magazine

    See publication

  • The Role of Hedge Funds in Client Portfolios

    InfoVest 21

    In an interview in the March issue of Infovest21's Investor Focus, Covenant CIO Justin Pawl shares his thoughts on the role of hedge funds in client portfolios, the firm's manager due diligence process and Covenant's edge in investment management. Investor Focus is a monthly publication focusing on investors, allocation strategies and other customized information for the alternative investment industry.

    See publication

  • Do Alternative Add Value?

    White Paper

    While journalists and the public at large are increasingly critical of alternative investments, institutional
    capital sources such as pensions and endowments have been allocating additional capital to this less
    familiar asset class. With the growing divide between opinions on Alternatives, we thought it would be
    a worthwhile exercise to carefully analyze the performance of Alternative investments and the impact
    of including Alternative investments within the traditional asset…

    While journalists and the public at large are increasingly critical of alternative investments, institutional
    capital sources such as pensions and endowments have been allocating additional capital to this less
    familiar asset class. With the growing divide between opinions on Alternatives, we thought it would be
    a worthwhile exercise to carefully analyze the performance of Alternative investments and the impact
    of including Alternative investments within the traditional asset allocation model. The purpose of this
    study was to determine if allocations to Alternatives add to, or detract from, absolute performance of
    traditional asset allocation models.

    See publication

Honors & Awards

  • Five Star Wealth Manager

    -

  • Due Diligence/Research Manager All-Star Team

    Financial Advisor Magazine

    Selection was based on nominations from readers who rated each research manager
    across a number of categories, including quality of analysis, sophistication of their asset
    allocation process, and accessibility. Additionally, readers were asked to describe the
    nominee’s investment philosophy and process for security selection as well as the
    performance of investment recommendations they received from the nominees over
    the last five years.

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