Julia Jerome serves as an Associate, Wealth Advisor at Cresset, providing personalized and customized financial strategies to ultra-high-net-worth clients and their families. She is passionate about partnering with others to understand and help them achieve their financial goals.
Julia graduated from Bethel University with a bachelor’s degree in business analytics and finance. In her free time, she enjoys spending time outdoors, personal fitness, and spending time with friends and family.
Chicago | Atlanta | Charlotte | Dallas | Denver | Greenwich | Houston | Kalamazoo | Los Angeles | Menlo Park | Minneapolis | Naples | Nashville | New York City | Phoenix | San Francisco | Santa Barbara | Sioux Falls | Tulsa | Washington D.C. | West Palm Beach
Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.
