Julia is a Vice President on the Milwaukee team. She works on a wide variety of tasks, including consulting, client performance reporting, manager due diligence, and client service provider searches.
Prior to joining, Julia spent two years interning on Baird’s trading floor as an Operations Intern, and one year interning as an Equity Analyst at Wells Capital Management (now Allspring).
Julia graduated summa cum laude from UW-Milwaukee in 2020, where she earned an Honors College BBA in Finance. During this time, she also completed the Investment Management Certificate Program, in which she studied financial markets and actively managed a real portfolio.
When Julia is away from her desk, you can find her chasing her toddler around the playground or watching comedy shows with her husband.