Julie Coady

Julie Coady is a Senior Investment Associate on the Central Trading Team at Cambridge Trust Wealth Management. She is responsible for monitoring, reviewing, and trading client portfolios, working closely with Relationship Managers and Portfolio Managers to ensure alignment with investment objectives.

Julie joined Cambridge Trust Wealth Management in September 2024 and brings over 25 years of experience from GMO LLC, where she held various roles in operations, foreign currency trading, and compliance, most recently serving as a Portfolio Implementation Analyst.

She earned her B.S. in Business Administration from the University of Massachusetts Lowell.