Julie Zorn leads our Chicago office and is tasked with expanding the Financial Services practice nationally. Julie’s industry knowledge, expansive network and strong reputation as a thought leader in the space will allow her to continue the growth and exceptional track record of the Financial Services practice through strategically partnering with global financial institutions, wealth management firms, private banks, single and multi-family offices and private equity firms.
Prior to joining Steven Douglas Associates, Julie was in global private banking and served as a trusted advisor and private wealth consultant to high and ultra-high net worth individuals, families and family offices. Julie has broad insight into and intimately understands the sophisticated needs faced by the wealthy and the firms that support them.
An active community member, Julie currently serves as the Chair of the Advisory Board for Living Well Family Office, a next generation family office and is an active community member supporting a number of nonprofit organizations-MCCD-Midwest Council for Children with Disabilities, Feed my Starving Children, Naperville Human Society and Loaves & Fishes Community Services.