Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Julianne is an Associate in the New York office, where she supports Matt McDonald and his team with daily tasks and client interactions. Through organization, communication, and great attention to detail, she helps the team manage all responsibilities in a timely manner.
Prior to joining Cerity Partners, Julianne served as a Client Service Associate at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services.
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