Meet Julie

Julie brings nearly two decades of experience within the financial services industry to her role on our team as a Client Service Associate. Her know-how and ability to multi-task make her a huge asset to our team.

Julie has a passion for following the ups and downs of the markets and is working toward her Chartered Market Technician designation. She holds the Series 6, 7, 63 and 65 registrations. She completed her graduate studies in International Economics and Languages.

In her spare time, Julie enjoys learning languages and trying new restaurants. She also loves reading and traveling and hopes to one day visit Argentina.


If you could meet anyone, past or present, it would be:

Marie Antoinette

Favorite movie:

Trois Couleurs: Bleu

Place you’d most like to visit:


Favorite book:

Strange Pilgrims by Gabriel García Márquez

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