As a private wealth advisor at Goldman Sachs, Julie provides advisory services to ultra-high-net-worth individuals, families, and non-profit organizations. She helps clients with all aspects of investment and wealth management, including advising on asset allocation, portfolio construction, and pre-sale planning prior to liquidity events. Julie has a passion for working with female founders and investors and has previously served as a leader of Goldman’s Asset and Wealth Management Women’s Network. In addition, she currently serves as Chair of the Junior Board of Harmony Program, an after-school music education program for underserved children in New York City.
Julie is a fourth-generation Irish American with roots in County Cork. Her great-grandparents immigrated to Chelsea, M.A., in the early 1900s and met at a dance for a local church. They eventually moved to Rhode Island for opportunities at Union Rubber and Shepard’s, sending money home to Ireland. She credits her persistence and love for finance to the spirit of her grandfather, who taught her that you can never give up on yourself and, most importantly, you can never give up creating a beautiful life for your family.