Client Advisory

Biography

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.

Education

  • B.S. in Mathematics (with honors) from the University of Tampa

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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.