Joseph Marus, CEPA®, CPWA®, CRPC™

Founder and Managing Partner

JJ Marus is Founder and Managing Partner at Vincita Investment Partners. JJ works closely with high-net-worth and ultra-high-net-worth individuals and families, providing them with in-depth analysis, integrated strategy, and reliable leadership. He has particular depth catering to the needs of C-suite executives of public companies, private business owners, and established families, helping them grow, preserve, and transfer their wealth more effectively.

JJ has earned successive national accolades for his work. He believes this recognition reflects the caliber and quality of his client relationships, as well as the contributions of his team:

Forbes “Best-In-State Wealth Advisors,” 2018 - 2023.
Published annually Jan – April. Rankings based on data as of June 30 of prior year.

Long fascinated by the capital markets, JJ offers an investment approach that combines quantitative rigor with a long-term perspective. Adept in both traditional and alternative investments, he is skilled in presenting clients with incisive analysis that reflects their unique situations and objectives. JJ recognizes the importance of wealth preservation to the clients he serves, mindful of their risk parameters, time horizons, cash-flow needs, and asset class preferences.

JJ’s areas of focus extend beyond investing, allowing him to advance a unified approach to the demands of significant wealth. He has extensive experience in executive compensation analysis, business succession planning, and tax efficient wealth transfer strategies. To each relationship, JJ brings a relentless work ethic and a steadfast commitment to add measurable value to clients’ lives.

Prior to founding Vincita Investment Partners, JJ spent over 10 years with Merrill Lynch Wealth Management in Greensboro and over 4 years with Goldman Sachs Private Wealth in Atlanta. JJ began his professional career at his family’s business in Greensboro, where he spent five years, working up the ranks as a third-generation member of the company. That exposure provided him with a keen understanding of the needs of business owners, particularly relating to inter-generational wealth.

JJ earned his Bachelor’s degree from North Carolina State University, where he was an accomplished swimmer, earning recognition as a collegiate all-American, a member of the 1999 USA Pan Pacific Games team, and a two-time U.S. Olympic Trials qualifier. He also holds an M.B.A. from the Massachusetts Institute of Technology (MIT) Sloan School of Management with a concentration in investment management. Dedicated to professional excellence, JJ has attained a number of industry credentials. He holds the Certified Exit Planning Advisor®, CEPA® designation, the Certified Private Wealth Advisor®, CPWA® designation, and the Chartered Retirement Planning Counselor™, CRPC™ designation.

JJ and his wife, Leslie, reside in Greensboro with their three young children: twins, Mac and Lily, and their daughter, Violet Laine. When not at work, JJ enjoys spending time with his family, playing golf, traveling to new destinations, and visiting relatives in Boston and Pittsburgh. His love for wine and its history has driven him to become a Level II WSET Sommelier. JJ champions his passion for animals by serving on the board of Red Dog Farm.

Forbes Best-In-State Wealth Advisors (2018 - 2023), created by SHOOK Research. No fees were paid to be considered or to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary.