- Bachelor of science degree in Finance from the University of Wisconsin
- MBA from the Kellogg Graduate School of Management at Northwestern University
- FINRA Series 7 and 63 Securities Licenses.
Julie is a Vice President with over 14 years' experience in wealth management. Julie began her financial career with First Chicago Capital Markets, trading Fixed Income instruments for institutional clients. In 2003, she transitioned into Wealth Management with the Harris Private Bank as a Wealth Advisor. She was recently with U.S. Trust/ Bank of America before joining Northern Trust in 2014, where she continues her focus on high net worth clients and their families.
As a wealth strategist she concentrates her efforts in developing new investment and fiduciary relationships with high net worth individuals, families and foundations.
Julie is responsible for developing wealth management and financial planning strategies for affluent individuals, families and business owners. Julie specializes in designing wealth strategies that are tailored to a client's unique individual and (family goals and develops relationships) to adapt those strategies over time to our client's aspirations.
Julie is a member of the Greater North Shore Estate and Financial Planning Council. Julie is a member of the Kellogg Alumni Association and Lurie Children's Hospital Legacy Partners.