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Julia (Lodewick) Kenyon
Senior Planning and Development Assistant
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New York, New York, United States
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About me
Senior Vice President, Investor Relations at iCapital
Education
NYU Stern School of Business
2015 - 2018Master of Business Administration (MBA) Finance, Management
Colgate University
2006 - 2010Bachelor of Arts - BA English, Art & Art History
Experience
Wiley
Jul 2010 - Jun 2012Senior Planning and Development Assistant
Constellation Wealth Advisors
Jul 2012 - Sept 2015AssociateAcquired by First Republic.
First Republic Private Wealth Management
Sept 2015 - Jun 2018Associate Director
May 2016 - Jun 2018Client Service Associate
Sept 2015 - May 2016
ICapital
Jul 2018 - nowSenior Vice President, Investor Relations
Feb 2024 - nowVice President
Feb 2020 - Feb 2024Assistant Vice President
Jul 2018 - Jan 2020
Licenses & Certifications
Series 63
FINRASecurities Industry Essentials (SIE)
FINRASeries 7
FINRA
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