Client Advisory


Julia is an Associate in the New York office, where she primarily assists the Bill Pay and Concierge Team. In this role, she completes a wide range of tasks to help facilitate the bill pay service for clients and ensure the highest touch concierge services are provided. Julia brings creativity and quick problem-solving skills to the team.

Prior to joining Cerity Partners, Julia served as a Client Service Concierge at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services.


  • Attended State University New York at Cortland as a Liberal Arts major


  • Volunteer marketer and event planner for the Interfaith Food Pantry Network, a Morris County nonprofit organization that provides food, education, and resources to families in need

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