Julie Banda

Senior Associate

Houston

Client Advisory

Biography

Julie is a Senior Associate in the Houston office. As a member of the firm’s Wealth Management practice, she is responsible for assisting clients by interfacing with the firm’s custodian and ensuring client records and documentation are accurate. Julie is often the office point of contact for clients who have specific needs for disbursements or other administrative issues regarding their accounts.

Prior to joining Cerity Partners, Julie was a Senior Client Services Associate at Investec Wealth Strategies.

Education

  • Attended Bradford School of Business

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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.