Julie works closely with clients to properly identify, develop, and implement an action plan to meet their needs. Experienced in investment policy design and development, investment performance monitoring and manager selection, Julie offers clients in-depth analysis and advice in their investment decisions and implementations. She regularly interacts with investment management firms, bank custodians, and senior members of the firm. Julie is also a regular contributor to commentary for PEI’s quarterly newsletter, The Prudent Press, as well as company white papers.
Prior to joining the firm in 2006, Julie worked as a Junior Equity Analyst and Research Assistant with MSW Asset Management.
Julie is a summa cum laude graduate of Drew University with a BA in Economics and Spanish. She is a member of Phi Beta Kappa, the International Economics Honor Society, Omicron Delta Epsilon, the National Collegiate Hispanic Honor Society, Sigma Delta Pi, and the Association of Latino Professionals in Finance and Accounting. Julie is currently a Juris Doctor (J.D.) Candidate at Seton Hall University School of Law with a compliance concentration in Employee Benefit Law.
Julie is a member of the National Association of Women Lawyers (NAWL)® and the American Bar Association (ABA).