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Julie has nearly 20 years of marketing experience, specializing in the financial marketplace. Julie has strong competency for translating complex business concepts into simplified design and persuasive communications, while preserving a consistent message, design and brand.

Julie was previously at Neuberger Berman for 11 years where she was a Vice President in Marketing. In this role, she was primarily responsible for the look and feel of the firm’s presentations across all global business lines. This included template design and messaging reflected in over 18,000 pages, across hundreds of presentations, from product decks to the firm overview. Julie worked directly with Executive Office on custom materials, as well as Portfolio Managers across all investment styles. Prior to this, Julie was a Marketing Manager at Union Bancaire Privée Asset Management LLC, a Fund of Hedge Funds. At UBPAM, she developed all firm and fund marketing materials. She also designed and implemented the corporate brand identity and developed standardized templates. Previously, Julie was a Multimedia Specialist at Credit Suisse, where she managed the production, concept to completion, of multimedia speaker presentations for global managing director conferences, quarterly earnings meetings and special divisional/industry conferences. In this role, she worked directly with the Executive Office and heads of each business area. Julie began her marketing career building advertising sales presentations at TV Guide.


Julie resides in Westchester, NY with her husband, two sons and their English Bulldog. In her free time, she enjoys staying active with quick runs, peloton rides, tennis and paddle. Julie holds a Bachelor of Science in Business Administration from the University of Delaware.

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