Julie Neitzel joined the firm during 2013 and has an extensive background in the family office arena and in family wealth enterprise management.
She is the former President of Miami for GenSpring Family Offices, spending 10 years involved with many of the firm’s growth and expansion efforts given her prior role heading the national team of business development professionals.
For more than 25 years Julie has worked extensively with entrepreneurs and wealthy families in areas including the acquisition and financing of closely-held businesses, real estate portfolio acquisition and management, investment capital management, estate planning, beneficiary mentoring and education, in addition to other aspects of multi-generational planning. Her professional passion lies in helping families solve complex wealth issues.
Julie earned her MBA in Finance from American Graduate School of International Management and her Bachelor of Arts degree in International Studies from Bradley University, graduating magna cum laude. She has held many leadership roles at not-for-profit organizations supporting education, the arts and public service areas. She has been a guest lecturer and speaker on topics including women & investing, entrepreneurship, private equity investing, real estate investing and wealth challenges. Julie speaks Spanish fluently and is proficient in Portuguese given her extensive travel in Latin America.