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Julia W. Email & Phone Number

Investment Strategist at Wilmington Trust
Location: Wayne, Pennsylvania, United States 4 work roles 3 schools
1 work email found @fiduciarytrust.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@fiduciarytrust.com
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Current company
Wilmington Trust
Role
Investment Strategist
Location
Wayne, Pennsylvania, United States
Company size
1636 employees

Who is Julia W.? Overview

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Quick answer

Julia W. is listed as Investment Strategist at Wilmington Trust, a company with 1636 employees, based in Wayne, Pennsylvania, United States. AeroLeads shows a work email signal at fiduciarytrust.com and a matched LinkedIn profile for Julia W..

Julia W. previously worked as Vice President, Investment Strategist at Wilmington Trust and Managing Director, Portfolio Manager at Fiduciary Trust International. Julia W. holds Master Of Public Administration (Mpa), Public Finance And Management from University Of Pennsylvania.

Company email context

Email format at Wilmington Trust

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*@fiduciarytrust.com
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Profile bio

About Julia W.

Julia W. is a Investment Strategist at Wilmington Trust. She possess expertise in alternative investments, writing, manager research, fixed income, valuation and 22 more skills.

Listed skills include Alternative Investments, Writing, Manager Research, Fixed Income, and 23 others.

Current workplace

Julia W.'s current company

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Wilmington Trust
Wilmington Trust
Investment Strategist
wilmington, delaware, united states
Website
wilmingtontrust.com
Employees
1636
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4 roles

Julia W. work experience

A career timeline built from the work history available for this profile.

Vice President, Investment Strategist

Current
Wilmington Trust

Radnor, Pennsylvania, United States

As a member of the investment strategy team, help to drive the firm’s thematic research efforts, in addition to application of thematic research to the broader thought leadership strategy.Participate in investment strategy discussions and collaborates with subject matter experts to both integrate existing investment strategy into thought leadership pieces.

Mar 2023 - Present

Managing Director, Portfolio Manager

Fiduciary Trust International
  • Worked with clients to set asset allocations and build customized portfolios. This included incorporating sustainable investing objectives for values, ESG, and thematic driven investors.
  • Performed fundamental research and analysis for the firm’s LC Core Equity Strategy; reviewed financial statements, industry reports, and sustainability metrics to determine earnings power and intrinsic value of.
  • Contributed to Thought Leadership, which included writing papers on Bitcoin, Shareholder Engagement, and opportunities in clean energy.
Nov 2020 - Mar 2023

Uhnw Investment Advisor

Hawthorn, Pnc Family Wealth

Greater Philadelphia Area

  • Managed and co-managed portfolio assets totaling ~ $1.5 billion across 12 family relationships.
  • Oversaw individual equity portfolios, performing fundamental research and sector allocation reviews.
  • Developed thought leadership papers and shorter topical pieces, identifying emerging themes and trends.
  • Papers of note included Sustainable Investing, Managing Tax Efficient Portfolios, Water Resources, the Internet of Things (IoT), the Federal Debt, and a series of pieces on cryptocurrency.
  • Wrote quarterly updates reviewing the performance, attribution and current events of the global markets for distribution to all Hawthorn clients.
  • Performed due diligence on alternative asset mangers across private equity, credit, and global infrastructure.
Jan 2014 - Nov 2020

Equity Research Analyst

Philadelphia International Advisors

Greater Philadelphia Area

  • Provided fundamental equity research support to buy-side sector and regional portfolio manager.
  • Worked on specific research projects with an emphasis on energy and materials companies.
  • Developed white papers focused on major themes in the energy and materials sectors.
  • Wrote quarterly performance updates for client distribution reviewing the global markets and PIA's International Large and Small Cap products.
Jan 2007 - Jan 2014
Team & coworkers

Colleagues at Wilmington Trust

Other employees you can reach at wilmingtontrust.com. View company contacts for 1636 employees →

JS Jane Snyder Jane Snyder Colleague at Wilmington Trust Orange County, California, United States, United States View → LS Lougheed Sandy Lougheed Sandy Colleague at Wilmington Trust Hockessin, Delaware, United States, United States View → LM Lisa M. Ligas Jd, Mba Lisa M. Ligas Jd, Mba Colleague at Wilmington Trust Newport Beach, California, United States, United States View → TR Terry Ricketts Terry Ricketts Colleague at Wilmington Trust Wilmington, Delaware, United States, United States View → MK Mary Kae Sicard Mary Kae Sicard Colleague at Wilmington Trust St Albans, Vermont, United States, United States View → LV Linda Vannatten Linda Vannatten Colleague at Wilmington Trust Delmar, New York, United States, United States View → NN Nhu Nguyen Nhu Nguyen Colleague at Wilmington Trust Westminster, California, United States, United States View → MT Matthew Tagle Matthew Tagle Colleague at Wilmington Trust New York, New York, United States, United States View → AS Ann Silverman, Senior Executive Vice President, Wealth Management Ann Silverman, Senior Executive Vice President, Wealth Management Colleague at Wilmington Trust New York, New York, United States, United States View → DS Drew Schneller Drew Schneller Colleague at Wilmington Trust Winchester, Massachusetts, United States, United States View →
3 education records

Julia W. education

FAQ

Frequently asked questions about Julia W.

Quick answers generated from the profile data available on this page.

What company does Julia W. work for?

Julia W. works for Wilmington Trust.

What is Julia W.'s role at Wilmington Trust?

Julia W. is listed as Investment Strategist at Wilmington Trust.

What is Julia W.'s email address?

AeroLeads has found 1 work email signal at @fiduciarytrust.com for Julia W. at Wilmington Trust.

Where is Julia W. based?

Julia W. is based in Wayne, Pennsylvania, United States while working with Wilmington Trust.

What companies has Julia W. worked for?

Julia W. has worked for Wilmington Trust, Fiduciary Trust International, Hawthorn, Pnc Family Wealth, and Philadelphia International Advisors.

Who are Julia W.'s colleagues at Wilmington Trust?

Julia W.'s colleagues at Wilmington Trust include Jane Snyder, Lougheed Sandy, Lisa M. Ligas Jd, Mba, Terry Ricketts, and Mary Kae Sicard.

How can I contact Julia W.?

You can use AeroLeads to view verified contact signals for Julia W. at Wilmington Trust, including work email, phone, and LinkedIn data when available.

What schools did Julia W. attend?

Julia W. holds Master Of Public Administration (Mpa), Public Finance And Management from University Of Pennsylvania.

What skills is Julia W. known for?

Julia W. is listed with skills including Alternative Investments, Writing, Manager Research, Fixed Income, Valuation, Portfolio Management, Investment Research, and Investments.

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