Justin Holm, CFA in

Justin Holm, CFA

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Senior Director - Operational Due Diligence at UTIMCO
📍 Austin, Texas, United States

Justin Holm is the Senior Director of Operational Due Diligence at UTIMCO, specializing in alternative investments like direct lending and private credit. A CFA charterholder with a degree from Iowa State University, his expertise includes fund structuring, negotiations, and assessing tax implications for investors.

Based on his professional background and recent activity, Justin is deeply invested in building a strong team. He appears to be a dedicated professional focused on the intricate details of investment management and risk assessment within a mission-driven organization.

During an early internship, he received the “Power of 10” award for his production in insurance sales, showcasing early signs of high performance.

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Current Role
Senior Director - Operational Due Diligence
Location
Austin, Texas, United States
Personality Overview

How Justin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Justin cares about

Operational Due Diligence
As a senior director, he leads ODD with a focus on hedge funds, private credit, and reinsurance-related strategies across his career.
Private Credit
His role has a specific focus on direct lending, real estate, and other private credit strategies within alternative investments.
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Career

Work history

12-2020
Senior Director - Operational Due Diligence
UTIMCO
7-2018 - 11-2019
Operational Risk Manager
Lighthouse Investment Partners, LLC
4-2018 - 6-2018
Vice President
Mesirow Financial
2-2013 - 4-2018
Analyst
Mesirow Financial
5-2011 - 6-2012
Financial Representative
Northwestern Mutual
In the press

Media appearances

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Education
2007 - 2011
B.S.
Iowa State University - Ivy College of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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