Justine Lease

Controller, Client Solutions Associate

jlease@focusedwealthmgmt.com

Focused Wealth Management
11 Balmville Rd.
Newburgh, NY 12550
Phone: (845) 691-4035
Fax: (845) 691-4037

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Justine Lease

Controller, Client Solutions Associate

As Controller at Focused Wealth Management, Justine manages the finances of the firm and our building, keeping track of accounts payable and receivable, and producing our financial reports each month.

As a Client Solutions Associate at focused Wealth Management. Justine is a senior member of our Administration Team, taking on the more complex cases for our clients.

Lastly, Justine runs our firm’s Good Citizenship Program, working with our non-profit clients to give back to the community through scholarship and charitable giving.

A Phi Beta Kappa graduate of Vassar College with a BA in Psychology, Justine worked in corporate consulting in New York City for many years, then moved up to the Hudson Valley where she attended Marist College’s two-year Paralegal Certification program. She then worked at an Estate Planning Law Firm for 10 years as its Director of Client Relations. Since 2005, she has been freelancing as a Bookkeeper, working for friends and family while raising her three children.

Justine is an avid runner who competes in races from 5K to 100k throughout the Hudson Valley and Northeast.

Focused Wealth Management • Fiduciary financial advisors serving Orange County, New York