Julia A. Panchot
Director of Portfolio & Wealth Advisory
Portfolio & Wealth Advisory
New York, NY
Julia joined BBR Partners in 2017 and is a Director of Portfolio & Wealth Advisory. She works with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax, and estate planning into a cohesive wealth management plan.
Prior to joining 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 Westfield, NJ with her husband and daughter. Outside of the office, Julia enjoys travelling with family, reading, and walking the family dog.