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Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Financial Advisor
Julia joined CAPTRUST from South Texas Money Management in 2019. She serves as a financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives. Julia is passionate about helping individuals and families find the best solutions for their particular situations.
Prior to joining the firm, Julia served as a relationship manager at South Texas Money Management. She earned her Master of Science degree in economics from Lomonosov Moscow State University and an Associate degree in financial accounting from the University of New Mexico. Julia speaks Russian fluently.
In her earlier career, Julia worked at Los Alamos National Laboratory conducting research and analysis related to national security issues.
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In this edition of Investment Strategy, Sam Kirby of...
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