Client Advisory

Biography

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.

Education

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

Highlights

  • 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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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.