Julie_Alcala

Julie Alcala

Director of Wealth Planning, CPA, CFP®
+1 312 364 8065
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Julie works with high-net-worth families, business owners, corporate executives, foundations, and endowments in the review of investment and spending policies and wealth planning issues such as cash flow, risk planning, charitable planning, estate planning, and income tax planning. Previously, Julie worked at Credit Suisse as a Vice President in their Family Wealth Management Group. Earlier in her career, she worked in public accounting at Deloitte and Andersen serving high-net-worth individuals. Julie is on the Board of Directors of Chicago Youth Centers.

Indiana University: B.S. in Accounting

Industry experience since 1995:

  • Credit Suisse
  • Deloitte
  • Andersen

Joined William Blair in 2010

Professional Associations:

  • Certified Financial Planner
  • Certified Public Accountant

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