Julie is SVP, Chief Operations Officer and Director of Philanthropic Services of Adelphi Trust Company.
She is a licensed attorney with over 22 years of experience in wealth management. Most recently, she led a national philanthropic team for a large, well-respected national bank.
Her extensive experience in trust and fiduciary services includes leading national trust administration teams, trust operations management, and serving as bank general counsel and director of wealth management.
Investment products and services are not obligations of or guaranteed by Adelphi Trust Company, are not insured by the FDIC, and are subject to investment risks, including possible loss of the principal amount invested.
NOT FDIC INSURED