Julina Ogilvie, CIMA® Joins Principle Wealth Partners
We continue to expand our resources & capabilities to better serve your needs.
Please join us in welcoming Julina L. Ogilvie, CIMA® to our firm. Julina will serve as a Wealth Advisor, providing comprehensive wealth and investment advice and guidance to families, professionals, executives and entrepreneurs.
Julina has worked with thousands of advisors over her career. She selected Principle Wealth Partners as her new home, noting it “provides ‘best-in-class’ investment and client service; all delivered from a firm with the fiduciary responsibility to do the right things for its clients.”
Julina will be a strong contributor to the firm’s investment team. “Her understanding of the complex issues that individuals and families with significant assets face, combined with her deep knowledge of the macroeconomic environment, will strongly benefit our clients,” stated Bob Paolucci, Founder and CEO of Principle Wealth Partners.
Prior to Principle Wealth Partners, Julina held executive roles at J.P. Morgan Asset Management and Lord Abbett & Co., where she used her extensive knowledge of the capital markets to develop and provide education and training programs for the country’s top advisors.
Julina is an accomplished speaker who has presented a wide array of wealth management topics to audiences of both financial professionals and their clients. She is recognized for her outstanding achievements and serves as a mentor for young women entering the wealth management business.
Julina received her degree from Colgate University, where she studied Economics and Spanish. She is an avid skier and triathlete who resides in Fairfield, CT with her husband Doug, their daughters, Kaylin and Sidney, and two dogs, Mudd and Sierra.