Julie Johnson McVeigh, CFA

Julie Johnson McVeigh is a financial advisor who builds on over twenty years working with individual clients, foundations and organizations with purpose-based visions. She offers clients a holistic approach to consider financial decisions and how to align their investments with their values. 

 

Julie attained the designation of Chartered Financial Analyst in 2006. She was a women’s studies/ Latin American history major at Bowdoin College. She began her career as a community organizer with the PIRGs and then worked at Franklin Research & Development Corp (now Trillium), LBA and NorthStar Asset Management before cofounding Fresh Pond Capital, a division of RMCM.