Julian Ortiz

Julian Ortiz is a seasoned finance professional with extensive experience in portfolio management and auditing. Currently serving as Portfolio Finance Manager at Acumen since September 2017, Julian previously held positions as Senior Associate in Finance at PKF O'Connor Davies, LLP, where focus included Not-For-Profit entities, religious organizations, schools, and government agencies. Prior roles include Audit Senior at C.R. Bard, Inc. and Audit Staff at WeiserMazars LLP, amongst others. Julian's journey in finance began as a Paralegal at Fein, Such, Kahn & Shepard, PC. Julian holds a Bachelor's degree in Accounting from Rutgers University - Newark.