Julie joined IR+M as a Client Portfolio Manager in July 2025. In her role, she works closely with clients, consultants, and prospects to understand their investment needs and objectives, serving as the point of contact for portfolio reviews and market updates.
Julie brings a decade of industry experience partnering with institutional investors, building strong relationships and delivering thoughtful, responsive client service. Prior to joining IR+M, she spent nine years at Wellington Management, supporting institutional and sub-advisory clients, most recently as Vice President and Relationship Manager within the US Financial Intermediaries Group.
Julie earned a BA in Communication and Hispanic Studies from Boston College and an MBA from the Carroll School of Management at Boston College.
Before investment management, Julie worked in event planning and as a pastry chef, experiences that fostered the attention to detail, adaptability, and ability to remain calm under pressure that she brings to her role as a Client Portfolio Manager.
