Julia Sorkin specializes in working with successful individuals and families to manage and protect their assets. She is committed to delivering individualized, fully integrated, financial solutions that aim to solve personal challenges and provide security and peace of mind. As a Client Advisor, Julia works closely with her BPW colleagues and her clients’ external advisors to provide thoughtful advice and guidance on investment, retirement, philanthropic, estate, and tax planning strategies.
Prior to joining Boston Private Wealth, Julia was a Relationship Manager at SEI Investments, where she consulted financial advisors in the areas of business planning, sales and marketing, and client relationship management. Julia was also responsible for providing case support in all areas of the financial planning process, including analyzing portfolios and developing and presenting recommendations.
Julia received her Bachelor of Arts degree in Economics/Business and Psychology from Lafayette College and a Master of Business Administration from Villanova University. She also holds the CERTIFIED FINANCIAL PLANNERTM professional designation. Julia enjoys traveling, biking, and skiing.
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