Julia Zhu, MSF, CFA, CPWA®

Portfolio Manager
Office: 781-314-1300 | Direct: 781-314-1304

Julia is a Portfolio Manager at the firm. Her mission is to bring peace and clarity to clients’ financial world. By deeply understanding clients’ values, visions and special situations, Julia utilizes her expertise in investment strategy designing, portfolio management and manager selection to help clients achieve their financial goals. In addition, Julia also incorporates wealth transfer and tax strategies through clients’ investments across multi-generations.

Prior to joining the firm in 2012, Julia was with Wilmington Trust in Boston, where she worked closely with portfolio managers across different aspects of the investment advisory process, including investment research, performance reporting, and investment proposals. Julia also worked in Beijing, China with PricewaterhouseCoopers in M&A Tax Services, where she provided tax due diligence, deal restructuring, and tax planning services to merger and acquisition transactions in diverse industries.

Julia received her Master of Science in Finance from Boston College Carroll Graduate School of Management. She also received a Bachelor’s degree in Finance with honor from the University of International Business and Economics. Julia holds the Chartered Financial Analyst designation.

Julia lives in Newton, MA. In her free time, she enjoys traveling, cooking, practicing yoga, and meditation. She has two daughters and would like to travel together with them to at least one national park each year. Julia is fluent in Mandarin Chinese.

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