Julie Caffrey

Julie Caffrey has a wealth of experience in the financial services industry, having worked in various roles at companies such as Apollo Global Management Inc., Brit Insurance, State Street Global Advisors, and EQUITAS INSURANCE LIMITED. Julie has held titles such as Managing Director, Business Manager, Investment Relationship Manager, Transitions Project Manager, Senior Client Relationship Manager, VP, Client Relationship Associate, Treasury Manager, and Investment Operations Coordinator. Julie's expertise lies in client services, implementation, investment management, and strategic financial planning.