Julie is a Senior Associate in the Houston office. As a member of the firm’s Wealth Management practice, she is responsible for assisting clients by interfacing with the firm’s custodian and ensuring client records and documentation are accurate. Julie is often the office point of contact for clients who have specific needs for disbursements or other administrative issues regarding their accounts.
Prior to joining Cerity Partners, Julie was a Senior Client Services Associate at Investec Wealth Strategies.
Julie attended Bradford School of Business.
Get the latest insights and analysis from our investment team delivered right to your inbox.