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 a member of 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 has served on a number of non-profit organizations and currently is a Trustee of the Yogi Berra Museum and Learning Center. She recently was appointed to a 3-year term on the National Council on White House History. Julie is a past Trustee of the Montclair State University Foundation and previously served as the President of the Montclair Fund for Educational Excellence.
Julie earned a B.A. in Economics from the University of Delaware and a Master’s degree in Economics from New York University.