Julie Gulla

Experience

1. Senior VP, Portfolio Management Director, Alternative Investments Director, Family Wealth Director

   Morgan Stanley

   Feb 1993 — Present

   With any successful company, the CFO is integral in that success by strategically organizing, managing and administering the financial assets of the company. Our team acts as the personal Chief Financial Officer for our clients – organizing, managing and administering the family’s financial assets in close coordination with the client and their key advisors, helping to preserve, grow, and effectively transfer wealth and values.We help our clients evaluate, structure, and execute their long term wealth management needs and goals, in close collaboration with their tax, and legal, advisors. Our process focuses on guiding your personal transition plan from illiquidity via thorough budget and cash flow analysis, managing risk across assets and liabilities, and aligning your investments with your values.©202X Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: 14•••20

Education

• University of Pennsylvania - The Wharton School

  Certified Investment Management Analyst SM (CIMA®), Investment Analytics

  1999 — 1999

• Portland State University - School of Business

  BS Finance

  1989 — 1993

Skills

• Wealth Management
• Investment Advisory
• Finance
• Strategy
• Asset Allocation
• Risk Management
• Management
• Alternative Investments
• Series 7
• Strategic Planning
• Financial Services
• Investment Management
• Business Strategy
• Estate Planning
• Strategic Financial Planning
• Wealth
• Portfolio Management
• Start-Ups
• Investments