Justin Mikhalevsky in

Justin Mikhalevsky

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Chief Product & Technology Officer at EP Wealth Advisors
📍 United States

Justin Mikhalevsky is the Chief Product & Technology Officer at EP Wealth Advisors, where he leads enterprise transformation across product, AI, data, and technology. He specializes in turning strategy into scalable execution to drive growth and efficiency. He holds an MBA from Arizona State University and is a Certified Scrum Product Owner.

Based on his education, Justin may have an affinity for Arizona State University and its community. His interest in publications like the Harvard Business Review suggests a passion for staying current on business trends and leadership strategies beyond his core technology focus.

He has a track record of delivering award-winning data and digital platforms in previous roles.

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Experience
17 Years
Current Role
Chief Product & Technology Officer
Job Level
Leadership
Location
United States
Personality Overview

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Decision Approach
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Priorities

Topics Justin cares about

Enterprise Data Platforms
He is actively building a new Enterprise Data Platform at EP Wealth and has been hiring key roles like Data Engineers and Analysts for the initiative.
Team Building
His recent focus has been on growing his teams, with active hiring for roles in data, technology, and finance to support the company's growth.
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Career

Work history

7-2025
Chief Product & Technology Officer
EP Wealth Advisors
1-2025 - 6-2025
Head of Analytics, AI, & Business Systems
Kestra Financial
8-2023 - 1-2025
Vice President, Product & Data Analytics
Kestra Financial
4-2021 - 8-2023
Vice President, Data & Analytics
Kestra Financial
6-2019 - 2-2021
Vice President, Data Analytics
Lincoln Financial Group
In the press

Media appearances

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Education
Master of Business Administration - MBA
W. P. Carey School of Business – Arizona State University
Bachelor of Science - BS
Florida State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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