Julina manages wealth for high net worth individuals and families in addition to guiding successful advisors through the firm’s succession planning strategy. Prior to joining Principle Wealth Partners, Julina held executive roles at J.P. Morgan Asset Management and Lord Abbett & Co. In these roles, she used her extensive knowledge of the capital markets to educate the country’s top advisors.
Julina is an accomplished speaker and strategist who has presented wealth management concepts to thousands of financial professionals and clients. She is recognized for her outstanding achievements and serves as a mentor for young women entering the business. Julina is an avid skier and triathlete.
Julina resides in Fairfield, CT with her husband Doug, their daughters Kaylin and Sidney and two dogs Mudd and Sierra.
Education & Certifications
CERTIFIED INVESTMENT MANAGEMENT ANALYST
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