Julina manages wealth for high-net-worth individuals and families in addition to guiding successful advisors through the firm’s succession planning strategy. Prior to joining Principle Wealth Partners, Julina held executive roles at J.P. Morgan Asset Management and Lord Abbett & Co. In these roles, she used her extensive knowledge of the capital markets to educate the country’s top advisors.

Julina is an accomplished speaker and strategist who has presented wealth management concepts to thousands of financial professionals and clients. She has been recognized for her outstanding achievements and serves as a mentor for young women entering the business. With a passion for financial literacy, she created a podcast, Women On Wealth, to empower women on financial concepts. Additionally, she authored Money Confident Girls: A Parent’s Roadmap to Raising Financially Confident Children (From Toddlers to Teens), further solidifying her commitment to fostering financial competence from an early age.

Julina resides in Fairfield, CT with her husband Doug, their daughters Kaylin and Sidney, and two dogs, Mudd and Sierra. She currently sits on the Ethics Board of the Investments & Wealth Institute, serves as VP of Finance at the Westport Women’s Club, and sits on the Board of Directors at River House Adult Day Center. Julina is an avid skier and triathlete who qualified for the Ironman World Championship in 2024.