“The secret of success is to do the common thing uncommonly well.”— John D. Rockefeller Jr.
Julie joined HPA in 2020 as Director of Client Services Administration. She is responsible for leading expansion of the firm’s client service processes and procedures. In addition, she serves as a liaison between clients and custodial partners and provides support to the firm’s operations team.
With 30 years of administrative experience in the investment management industry, Julie is dedicated to understanding the needs of clients and meeting them in the most efficient and timely way possible. She strives to make every client experience a positive one. She started her career in 1990 at Clover Capital Management and stayed there through and beyond its 2008 acquisition by a large public company.
Julie graduated from Alfred State College with an A.A.S. Degree in Executive Secretarial Science. She lives near Batavia with her husband and three rescue dogs. In her spare time, she enjoys genealogy, traveling and an occasional wine tour through the beautiful Finger Lakes region.
Call (585) 485-0135 to discuss how a factor-based approach could pay off for you.