Julia A. Panchot
Vice President of Portfolio & Wealth Advisory
Portfolio & Wealth Advisory
New York, NY
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.
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 Manhattan with her husband and daughter. Outside of the office, Julia enjoys visiting her family in Poland, marathons, Formula 1 and walking her dog, Ody.