Justine Lease


Client Service Associate

Justine assists clients to establish and maintain their investment and retirement accounts.  She will also take a leading role in the firm’s Good Citizenship Program, working with our non-profit clients to give back to the community through scholarship and charitable giving.

Justine is a Phi Beta Kappa graduate of Vassar College with a BA in Psychology. She worked in corporate consulting in New York City for several 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 3 children. She is excited to be back in a corporate setting with a team of great individuals.

Justine is an avid runner who competes in races from 5K to 50 miles throughout the Hudson Valley and Northeast. This picture was taken during her most recent race through the Mohonk Preserve called Rock the Ridge 50 Miler. She is currently training for a 100K Ultra marathon.