Julie is a Managing Director at 1919 Investment Counsel. In her role as a Portfolio Manager, Julie works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. Her primary focus is on developing and managing investment portfolios that are tailored to each client’s unique long-term wealth and investment objectives. She also serves as the editor of the firm’s quarterly Investment Review and Outlook.

Outside of the office, Julie recently was appointed to a 3-year term on the National Council on White House History, a part of the White House Historical Association. She has served on a number of non-profit boards and currently is a Trustee of the Yogi Berra Museum and Learning Center. Julie also is a past Trustee of the Montclair State University Foundation and was the President of the Montclair Fund for Educational Excellence.

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, where she worked with high-net-worth clients.

Julie earned a B.A. in Economics from the University of Delaware and a Master’s degree in Economics from New York University.