Julie is a Managing Director at 1919 Investment Counsel, LLC. As a Portfolio Manager, her primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments and institutional clients. She is the head of the Third Party Committee and the Fixed Income Group and the editor of the firm’s quarterly Investment Review and Outlook.
Prior to joining Legg Mason Investment Counsel (a predecessor firm) in 2009, she was a Senior Vice-President and Senior Portfolio Manager at U.S. Trust Company working with high-net-worth clients.
Julie serves on a number of non-profit organizations and is currently the Vice-Chair and Treasurer of the Yogi Berra Museum and Learning Center in NJ. She is a Trustee and finance committee member of the Montclair State University Foundation Board.
Julie earned a B.A. in Economics from the University of Delaware and a Master’s degree in Economics from New York University.