Justin Mikhalevsky in

Justin Mikhalevsky

Critic · DISC type C
Chief Product & Technology Officer at EP Wealth Advisors
📍 United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
17 Years
Current Role
Chief Product & Technology Officer
Job Level
Leadership
Location
United States
Personality Overview

How Justin shows up

Precise
Objective Thinker
Negotiator

They don’t appreciate bells and whistles unless backed by data. They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions.

Priorities

Topics Justin cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
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

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
Master of Business Administration - MBA
W. P. Carey School of Business – Arizona State University
Bachelor of Science - BS
Florida State University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

Other EP Wealth Advisors Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Justin. Free, 10 seconds.