Julio Barahona

Julio joined Smith & Howard Wealth Management in 2018 as Director of Operations.  He brings over 20 years of wealth management experience beginning his career at SunTrust Bank in 1998 and, more recently, with Patton Albertson & Miller.  His experience combines both Investment Operations and Portfolio Management offering a unique ability to create efficiencies while emphasizing a better client experience.

In his experience, he has served as a liaison between business analysts, developers, and third-party vendors and has also managed over $1.2 billion in assets in trusts and investment management accounts as an Investment Portfolio Manager for SunTrust Bank.

He is a graduate of Georgia State University where he obtained a Bachelor’s Degree in Business Administration Finance and is an affiliate member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

Julio, his wife, Carmen, and their two children live in Atlanta, Georgia.  Their children, Javier and Ana Sofia, are working actors in the TV/film and commercial/print industry.

Related Resources

Market Recap & Outlook | An In-Depth Look at the 1st Quarter of 2020
It seems hard to fathom, but it was only a little over a month ago on February 19th, that the...
Read more.
Summary | First Quarter 2020
“Things turn out best for people who make the best of the way things turn out” This quote from one...
Read more.
Federal Reserve Issues New Lending Facilities
Our previous communication regarding the fiscal package recently passed into law mentions the large number of programs contained in this...
Read more.
On the Horizon: COVID-19 & the Market Impact
It is painfully clear that the coronavirus, Covid-19, is by far the most important issue impacting markets (and our world
Read more.
Why Comprehensive Financial Planning Is Important, Now More Than Ever
From experience comes wisdom, from wisdom comes confidence, and from confidence comes a sense of peace.
Read more.