Julia supports the G9 Financial team with a focus on investment operations, client service, and internal communications.
Her background includes supporting financial transactions, developing social media strategies, and enhancing the client experience—always with a focus on precision, responsiveness, and professionalism.
Outside the office, Julia enjoys camping, hiking, beach days, and traveling to unplug and recharge—especially to remote destinations shared with close friends and family.
Meet Julia
She brings a strong foundation in finance, along with hands-on experience in both administrative and analytical roles.
Julia has a Bachelor of Science in Finance and a Master of Finance with a concentration in Alternative Investments from the University of Massachusetts Amherst.
Julia lives in Natick with her husband, Jacob, and their cat, Mara.
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