Julie Neitzel

Julie Neitzel is a highly accomplished professional with a strong background in finance and wealth management.

She holds an MBA in Finance from the prestigious Thunderbird School of Global Management, showcasing her commitment to education and expertise in the field.

Julie Neitzel has an extensive history of leadership roles in various organizations, demonstrating her versatile skill set and solid reputation in the industry.

She has previously served as a Member of the Board of Directors at HEICO Aerospace, illustrating her strategic acumen and corporate governance experience.

Julie Neitzel was a Partner at WE Family Offices, where she contributed her financial expertise to provide high-quality wealth management services.

Her involvement as a Board Director at the Miami Finance Forum highlights her active participation in the financial community and dedication to professional development.

Julie Neitzel's tenure as the former President of Miami at GenSpring Family Offices LLC underscores her leadership capabilities and executive experience.

She also held the position of Head of Business Development at GenSpring Family Offices LLC, showcasing her talent for fostering business relationships and driving growth.

With a background as a Director at Trivest Partners, Julie Neitzel brings insight into investment strategies and mergers & acquisitions.

Her role as President at PLC Investments, Inc., reflects her entrepreneurial spirit and ability to lead successful ventures in the financial sector.

Julie Neitzel's experience as a Senior Wealth Advisor at Citi and Vice President at Chase demonstrates her proficiency in wealth management and financial advisory services.