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.