Julie Albright Promoted to Senior Wealth Advisor
Madison Wealth Management is pleased to announce the promotion of Julie Albright, Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ practitioner, to Senior Wealth Advisor.
“Since joining Madison 18 months ago, Julie has become a valued member of our financial planning and relationship management team. We are very pleased to offer her this well deserved promotion.” said Joe Hack, principal and senior wealth advisor at Madison.
Julie earned her MBA from Stanford University with a focus in Finance and Strategy. She earned her undergraduate degree in Mathematics and Economics, summa cum laude, from Bowdoin College, and studied abroad at the London School of Economics. Julie is a member of the CFA Institute, the CFA Society of Cincinnati, and the Financial Planning Association of Southwestern Ohio.
Based in Madison’s Cincinnati office, Julie brings nearly 20 years of experience in the financial services industry. Most recently, Julie led the development of advisory services for retirees at an independent investment advisor based in California. She also served as director of investment advisory services at a San Francisco based wealth management firm serving high-net-worth individuals and families.
Active in her community, Julie serves as a Junior League of Cincinnati endowment trustee and volunteers with numerous organizations focused on education, including instruction in financial literacy. She is also a member of Impact100, a charitable giving circle based in Cincinnati.
Congratulations to Julie on her promotion!