Head of Wilmington Family Office
As head of Wilmington Family Office, part of Wilmington Trust Emerald Family Office & Advisory®, Julie leads the effort to provide a robust platform of strategic planning and financial advisory services and solutions to successful executives, entrepreneurs, and their families.
Julie has over 20 years of experience in advising clients as a wealth advisor. She focuses on simplifying the complex and integrating internal and external advisors to provide clear communication to families, fostering educated decision making.
Prior to joining Wilmington Trust, Julie served as a vice president at Northern Trust focused on providing investment consulting services to ultra-high-net-worth families. She spent time on the hedge fund desk at JPMorgan Private Bank after beginning her career at the Goldman Sachs Private Bank.
Julie holds an MBA in finance and strategy from Northwestern Kellogg School of Management and a bachelor’s degree in economics from the University of Chicago. She worked at McKinsey & Co. prior to obtaining her MBA.
She is active in her local community, serving on the parent board of Brentwood School and is an avid youth sports volunteer. She enjoys skiing and traveling with her husband and three daughters.