
Julia collaborates closely with portfolio managers, administrators, and the broader team at Howland Capital to deliver personalized service in addition to supporting the firm’s client development initiatives. As a liaison between key intermediaries including trustees, accountants, attorneys, and other professionals, she enhances coordination and communication on financial matters. Julia is attuned to the unique needs of the families with whom she works.
Prior to joining Howland Capital, Julia was a Client Associate at Fiduciary Trust Company, where she acted as a primary point of contact for both private and institutional clients, working alongside the investment officers to deliver exceptional client service. She was also a member of the business development team that oversaw firmwide strategic growth. Previously, Julia worked in client service at Hingham Institution for Savings.
Julia resides in the Back Bay neighborhood of Boston. In her free time, she enjoys spending time on Cape Cod & The Islands.
Affiliations
Community Involvement
The Vincent Club
National Society of Colonial Dames of America
College of Charleston Alumni Association
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