Julia Cummings is a Bionic Advisor for AdvicePeriod where she and her colleagues are at the vanguard of adopting the latest financial technology. They have successfully used this technology to act as true fiduciaries for their clients and grown their business to more than $2B in less than two years. \nJulia was drawn to the financial services industry while in college because of her passion for analytics and problem solving. Her empathy and relationship focus, coupled with a strong work ethic and attention to detail are primary drivers in helping her clients successfully navigate today’s complex investment environment. As a fiduciary her clients have come to trust her ability to provide solid feedback, guidance, and comfort within a boutique environment.\nJulia began her financial services career at UBS Private Wealth Management. She then worked at Bernstein Global Wealth Management and J.P. Morgan Securities before joining AdvicePeriod in February of 2015.\nJulia grew up in Brentwood (a suburb of Los Angeles) and graduated from Amherst College, earning a Bachelor of Arts in Anthropology with a focus in Economics. She also holds the Financial Industry Regulatory (FINRA) Series 65 license. She now lives in Brentwood and spends her spare time enjoying physical fitness, including soccer, and outdoor activities.\n
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Independent and authoritative analysis and perspective for every segment of mergers and aquisitions.