Suggestions
Julia Calabrese
Private Wealth Associate at Bernstein Private Wealth Management
Professional Background
Julia Calabrese is an accomplished finance and accounting professional with a robust background in private wealth management, tax consulting, and financial strategy. Julia embarked on her career journey at prestigious firms, acquiring a wealth of experience that has solidified her expertise in the finance sector. Currently, she serves as a Private Wealth Associate at Bernstein Private Wealth Management, where she utilizes her extensive knowledge to curate personalized financial strategies for high-net-worth clients.
Prior to her position at Bernstein, Julia honed her skills at Deloitte, where she gained valuable insights as a Senior Tax Consultant. During her tenure at Deloitte, she advised clients on intricate tax matters and crafted strategies to optimize their financial outcomes. Julia’s journey in the financial realm began with valuable internships at renowned firms, including Deloitte and The Boston Consulting Group, through which she developed a strong analytical skill set and a solid foundation in both tax and wealth management.
Education and Achievements
Julia's educational journey is marked by her commitment to excellence in accounting and finance. She earned her Master’s degree in Accounting from Northeastern University, where she deepened her understanding of advanced accounting principles, taxation, and financial reporting. Prior to that, she obtained a Bachelor’s degree in Accounting and Finance from the same esteemed institution, equipping her with a strong dual focus on both disciplines.
In addition to her degrees, Julia enriched her knowledge through a summer program in Finance at The London School of Economics and Political Science (LSE). This experience provided her with a global perspective on financial markets, economic principles, and investment strategies, which she effectively applies in her current role.
Notable Experiences
Julia’s impressive internships include critical roles at prominent firms where she gained hands-on experience in various aspects of financial management. Her roles as a Winter Tax Intern at both Deloitte and The Boston Consulting Group allowed her to engage directly with clients and contribute to the development of strategic financial plans. Furthermore, her previous internships at BMO Harris Private Banking and Harris Bank in the Harris MyCFO Department equipped her with extensive knowledge in private banking and wealth management, a field she is passionate about. Julia also gained insights into the private counsel sector during her internship at Stonegate Private Counsel, which further broadened her perspective on wealth management strategies.
Julia Calabrese has demonstrated a consistent trajectory towards excellence in her career. Her blend of practical experience, academic achievements, and commitment to client service exemplifies her capacity to navigate the complexities of finance and accounting. Through her ongoing dedication and strategic insight, she continues to make significant contributions in the realm of private wealth management, helping clients achieve their financial goals with confidence.