Julia partners with investment officers, client associates, and the broader team at Fiduciary to deliver personalized client service in addition to supporting the firm’s business development initiatives. She is a primary contact for clients and is attuned to the individual needs of the families she works with. Prior to joining Fiduciary, she worked in client service at Hingham Institution for Savings.
The Vincent Club – Investment Committee, Nominating Committee
National Society of Colonial Dames of America – Young Dames Committee
Julia resides in the Back Bay neighborhood of Boston. In her free time, she enjoys spending time on Cape Cod & The Islands.