Julie Rousseau is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management.
Ms. Rousseau joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Ms. Rousseau was a Managing Director and Wealth Manager at First Republic since 2018. Prior to joining First Republic, she was a financial advisor for the Atwood Group within Merrill Lynch's Private Banking and Investment Group in Boston, MA. As a member of the Atwood Group at Merrill Lynch, Ms. Rousseau advised clients in all areas of wealth management with a focus on complex planning issues.
Prior to joining Merrill Lynch, Ms. Rousseau served as a Managing Director and Member of a Boston-based registered investment advisory (RIA) firm, in charge of the firm's Private Wealth and Family Office practices. During her tenure, she serviced both the firm's family and institutional clients and held responsibilities in the firm's operations, technology development and management efforts as the firm grew from $400 million assets under management to over $10 billion.