profile

Julie Alcala

Director of Wealth Planning

About Julie

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.

Credentials

CPA
CFP®

Education

Indiana University, B.S.

Maximize the Value of Your Deductions

The Tax Cuts and Jobs Act made a host of changes to the deductions that many high-income taxpayers claimed in the past. The net result is that significantly fewer taxpayers will itemize their deductions, and will instead take the standard deduction starting in 2018.

Learn more

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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