Julie Anderson brings a broad background in asset management, product development, and investment operations. Prior to joining the firm, she contributed to the research, client service, and product strategy initiatives at several leading investment management firms in the Boston area.
Julie earned her Bachelor of Science degree from Utica College of Syracuse University in upstate New York. She began her career in physiotherapy and neurology at Spaulding Rehabilitation Hospital in Boston before transitioning into the financial services field.
As a New Hampshire native, Julie enjoys spending time in the White Mountains with her family and in the outdoors. She is a four-time Pan-Mass Challenge rider, former Head of the Charles coxswain, yoga & meditation enthusiast, and an active volunteer supporting adaptive sports and healthcare initiatives with AccesSportAmerica, and a 3rd-generation member of the League of Women Voters (LWV).