Julia is a Client Services Analyst at Robertson Stephens. As a Client Service Analyst, her primary role is to provide client service management support to the firm’s high net-worth clients and operational support to Pam Friedman, CFP®, CDFA®. Julia’s attentiveness to clients’ needs and exceptional communication skills help drive the team’s innovation within the industry.
Prior to Robertson Stephens, Julia worked as operations manager at Realty Austin, tasked to support and sustain past client relations. During her time at World Relief in Tennessee, she managed the economic advancement program then moved to Seattle to take part in establishing the Cities for Financial Empowerment Fund where she earned a financial counseling certification.
She received her BSBA with a minor in Finance and Economics from Jennings A. Jones College of Business at Middle Tennessee State University. Julia was born in Texas but spent most of her years growing up in Tennessee before returning to Austin. She loves exploring her city with her husband, Jesse, and her children, Jesse Jr, Charlie and Trudy Mae. And most weekends you can find her testing new culinary delights in the kitchen.