Julie Weiss
Senior Director @Bmo Family Office
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WORK HISTORY
Senior Director @Bmo Family Office
Los Angeles, CA, US
Excited to announce the start of a new chapter! I am honored to be joining BMO Family Office. The BMO Family Office delivers an incredible, best in class multi-generational UHNW experience. I look forward to seeing what the future holds for!
EDUCATION
University of Chicago
Bachelor of Science (B.S.), Economics
ABOUT JULIE WEISS
Julie is responsible for managing client relationships throughout the Western United States, ensuring that clients receive ongoing support and communication. She continually assesses the needs of her clients and recommends appropriate strategies to meet their current and long-term objectives. Julie joined Wilmington Trust in 2008. She holds a master’s degree in finance, management, and strategy from the Kellogg School of Business at Northwestern University, and a bachelor’s degree in business administration and economics from The University of Chicago. Julie has also obtained a professional designation Contact Information in Personal Financial Planning from UCLA
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