Julia Zwicky

headshot-151124-julia-zwicky

Q&A

What do you personally think makes Balentine different from other wealth management organizations?

Balentine’s emphasis on giving back to our community whenever possible, as well as the firm’s dedication to providing exceptional client service that consistently exceeds expectations. By focusing on client education, integrity, and transparency, Balentine sets itself apart from the competition.

What inspires you to come to work each day?

The ability to constantly learn new things and improve upon my existing skills and abilities. The atmosphere here really promotes life-long learning.

What is the most exotic place you have ever been?

Iguazu Falls on the border of Argentina, Paraguay, and Brazil. It was a 10-hour bus ride from Buenos Aires, but the waterfalls are truly awe-inspiring and definitely worth the trip.

If you were abandoned on a deserted island:

What three books would you want to have at hand? The Lord of the Rings Trilogy by J. R. R. Tolkien
What three music CDs? “Under the Table and Dreaming” by Dave Matthews Band, “I and Love and You” by The Avett Brothers, and “Wilder Mind” by Mumford & Sons.

Julia Zwicky is a Client Operations Associate at Balentine. Prior to joining Balentine, Julia served for two years as a client service manager at AIESIC, a global non-profit whose mission is to serve as a leadership-development platform for today’s youth through internships and volunteer experiences. Julia is a graduate of the University of Georgia, where she received a BA in both international affairs and Spanish. While at UGA, Julia was an active community member through her membership with the Gamma Sigma Sigma National Service Sorority and as a UGA Site Leader for IMPACT Alternative Spring Breaks. She also volunteers with Atlanta Habitat for Humanity.

VITALS

EDUCATION

– BA, University of Georgia (International Affairs and Spanish)

PROFESSIONAL EXPERIENCE

– AIESEC, Client Service Manager

COMMUNITY INVOLVEMENT

– Atlanta Habitat for Humanity, Volunteer
– Boys & Girls Clubs of Metro Atlanta, Past Volunteer
– IMPACT University of Georgia, Former Site Leader

Meet Our Team

Chairman & Chief Executive Officer
Client Service Manager
Associate Relationship Manager
Client Administrative Associate
Receptionist
Chief Investment Officer
Chief Financial Officer
Client Service Associate
Balentine - Clare Easterlin
Director of Business Management
Balentine - Erica Farber
Chief Compliance Officer
Senior Investment Advisor
Controller
Client Operations Associate
Senior Investment Analyst
Relationship Manager
Senior Relationship Manager
Marketing Associate
Director of Institutional Relationships
Client Service Associate
Head of Relationship Management
Senior Relationship Manager
Senior Investment Advisor
Client Transition Manager
Balentine - Liz Smith
Client Service Associate
Executive Assistant & Office Manager
Relationship Manager
Client Operations Manager
Investment Analyst
Director of Communications
Senior Investment Analyst
Associate Relationship Manager
Client Operations Associate