Julie is an accomplished financial services professional with more than 30 years of industry experience in wealth management operations and client service. As Operations Manager at Cordgrass Capital, she plays a central role in the firm’s day-to-day operations, while also supporting business development efforts, marketing initiatives and client engagement events.
Julie brings extensive operational knowledge and a deep understanding of the wealth management business. Prior to joining Cordgrass Capital, she served as a Senior Registered Client Service Associate with Raymond James & Co, where she supported advisors and high-net-worth clients in a variety of operational and service capacities.
A lifelong North Carolina resident, Julie earned her bachelor’s degree from North Carolina State University. She lives in Raleigh with her husband and their daughters. Outside of work, Julie enjoys traveling, playing pickleball and being out on the water whenever she can.