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 member of the National Association of Women Lawyers (NAWL)® and the American Bar Association (ABA). She is also the recipient of the Employee Benefit Association 2020 Retirement Plan Adviser of the Year. This award recognizes individuals within the industry who have a passion for the business and who provide outstanding service to their clients).
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.