Julie’s role has always been more than a job to her – it’s the experience that she helps create for our families that’s most important to her. A great listener, Julie learns about the lives of our families and strives to make them feel comfortable every time they call or meet with her. She connects with our families on a very personal level, far beyond any business transaction. This is what Julie loves most about her calling as the Director of Client Engagement at SYKON.
 
Julie’s father holds a special place in her life. In fact, he enjoyed an investment management career that spanned over 50 years. This business runs deep in Julie’s blood. It was her dad that actually introduced her to Steve Ruvituso in 2003 when he was looking for an assistant. As a catalyst in the growth of Steve’s practice, Julie was instrumental in embracing Todd, Joe and Shawn over the years as part of the extended family.  Julie continues to be instrumental as we realize this dream, not just as the Director of Client Engagement, but as a Partner of SYKON.

Julie has two fur babies, Wanton and Miso, to keep her company at home in White Plains, NY. She enjoys watching her beloved Notre Dame Fighting Irish and all New York sports teams, and when she is not cheering on the Irish, she is thrilled to travel all over New York supporting her eight nieces and nephews in all sorts of activities, as family is everything!

Click on the video on the left to learn more about why I love helping our clients!