Julia A. PanchotVice President of Portfolio & Wealth Advisory
Julia joined BBR Partners in 2017 and is a Vice President of Portfolio & Wealth Advisory. Her responsibilities include supporting Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management issues and coordinating with external advisors. Julia is also a member of BBR Connect.
Prior to BBR, Julia worked as an Analyst at Barclays Investment Bank on the Debt Capital Markets team.
Julia graduated magna cum laude from Georgetown University’s McDonough School of Business with a Bachelor of Science degree in Finance.
Julia lives in midtown Manhattan with her husband, Jean-Luc. Outside of the office, Julia enjoys visiting her family in Poland, running marathons and trying out new restaurants around the city.