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Biography

Juliana is a Senior Associate in the Saratoga Springs, NY office. She works alongside wealth advisors and their clients to achieve their financial planning objectives, including asset allocation and investment selection, estate planning, income tax planning, and retirement/cash flow planning. 

Prior to joining Cerity Partners, Juliana worked as a Senior Financial Planner at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. Her earlier career includes serving as Investment Tax Manager on the Alternative Investment Tax team at Brown Brothers Harriman in NYC and Senior Tax Associate in the Business Tax Department at RSM US LLP in NYC. 

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Education

  • B.S. in Accounting from Providence College
  • MBA from the College of Saint Rose

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By submitting the form, 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.