Julie Pully, CFA

Experience

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  BMO Harris Bank

  Jul 1996 - Oct 2002

  Assistant Vice President and Portfolio Manager

   Managed assets over $215 million for 125 personal trust and investment advisory wealth management relationships, of which 70% were discretionary. Established tailored asset allocation strategies and maintained client relationships through periodic reviews by phone and in person. Researched individual securities and determined their suitability for investment in trust and investment advisory accounts. Designed and participated in new business presentations for prospective clients and continuing education seminars for existing clients. Hired, supervised and mentored staff of associate portfolio managers in conjunction with the trust and investment training program. Participated in the Investment Policy and Strategy Implementation Committee Show less

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  Mercantile Safe-Deposit and Trust

  Nov 2002 - Oct 2004

  Vice President and Client Advisor

   Managed assets over $300 million generating fees over $1.5 million for 60 personal trust and investment advisory wealth management relationships, of which 80% were discretionary. Determined, implemented and maintained appropriate asset allocation strategies and investment policy statements tailored to specific client situations based on their unique situation. Provided ongoing evaluation of investment objectives by proactively maintaining client relationships through extensive phone interaction and annual review meetings. Exceeded annual sales goals by closing new business opportunities and cultivating current client leads; closed $200,000 in estimated annual revenue during 2004. Recommended, justified and implemented various portfolio strategies to minimize the risks associated with sector, industry and asset concentrations. Hired, supervised and mentored staff of Portfolio Analysts. Show less

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  Northern Trust

  Nov 2004 - Jun 2012

  Vice President and Senior Portfolio Manager

   Managed $700 million in assets for 80 high net worth, personal trust and investment advisory wealth management relationships. Developed, recommended, implemented and monitored appropriate asset allocation strategies; established investment policy statements; educated clients about open architecture, alternative asset classes and proprietary and third-party investment solutions; and implemented changes in existing portfolios to achieve investment goals. Served as trusted advisor to multi-generational families, foundations and corporations. Reviewed, analyzed and optimized utilization of investment solutions within the context of current estate planning and tax law. Established and enhanced relationships with clients and their outside advisors through frequent meetings and through written and verbal communication. Participated in the new business process and accumulated outside assets from current clients. Hired, supervised and mentored Investment Associates. Show less

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  BNY Mellon Wealth Management

  Jul 2012 - Sept 2019

  Vice President and Senior Director

   Managed with discretion $600 million in multi-asset portfolios for 55 high net worth individual and family relationships consisting of trust, investment advisory, foundations, endowments, non-profits and corporations which generate approximately $4.8 million in fees annually. Developed, recommended, implemented and monitored appropriate asset allocation strategies; established investment policy statements; educated clients about open architecture, alternative asset classes and proprietary and third-party investment solutions; and implemented changes in existing portfolios to achieve investment goals. Served as trusted advisor to entrepreneurs, corporate executives, multi-generational families, foundations and corporations within a fiduciary, risk-disciplined and cost-effective framework. Reviewed, analyzed and optimized utilization of solutions in the context of current estate planning and tax law. Established and enhanced relationships with clients and their outside advisors through frequent meetings and through written and verbal communication. Participated in the new business process and accumulated outside assets from current clients. Closed new business and added to existing relationships in excess of $400,000 in revenue over the last 12 months. Served as team lead for a Wealth Manager, Associate Wealth Manager and Senior Portfolio Analyst Contributed to the Fixed Income Strategy Committee as a voting member. Show less

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  U.S. Bank

  Sept 2019 - now

  • Private Wealth Management Managing Director and Senior Portfolio Manager

    Jun 2020 - now

  • Player/Coach Managing Director and Senior Portfolio Manager

    Sept 2019 - Jun 2020