Julia W. Email & Phone Number

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, as well as bring new thematic ideas to the public and private market investment platforms.

• 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 publicly listed utilities, materials, and renewable energy companies.• Contributed to Thought Leadership, which included writing papers on Bitcoin, Shareholder Engagement, and opportunities in clean energy.

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. • Corresponded with clients regularly to review investment portfolios, the markets, and overall relationship.A member of The PNC Financial Services Group, Hawthorn is a wealth management firm that is dedicated to serving the needs of Ultra High Net Worth families with investable assets in excess of $20 million.

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.

Master Of Public Administration (Mpa), Public Finance And Management

Education record

Activities and Societies: Field Hockey, Squash, Lacrosse, Track

Bachelor Of Arts (B.A.) Cum Laude, Political Philosophy