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Julia works with BakerAvenue’s Wealth Advisory team based in New York City to provide exceptional client service. She takes great pride in assisting her team to deliver comprehensive wealth management solutions to help clients reach their full financial potential.

Prior to joining BakerAvenue, Julia was an Associate Wealth Planner at CISA Trust Company, an international trust company where she focused on client relationship management, wealth planning and trust administration. During her time at CISA Trust Company, she obtained her Trust and Estate Practitioner (TEP) certification and became a member of the Society of Trust and Estate Practitioners (STEP). She also holds a Diploma in International Trust Management and Advanced Certificates in Company Law and Practice, Trust Creation: Law and Practice, Trust Administration and Accounts, and Trustee Investment and Financial Appraisal.

Julia earned a B.A. in Legal Studies, Spanish and Latin American Studies from the University of Massachusetts Amherst.