Rosewood Family Advisors
Julie Poist, CPA is a Senior Accounting Manager at Rosewood Family Advisors with over a decade of experience in accounting and finance. Previously, Julie worked at Impossible Foods Inc. and A2Q2 LLC, where Julie managed accounting functions for start-ups and private companies. With a background in software engineering at companies like Acer America Corp. and International Business Machines, Julie brings a unique perspective to their financial roles. Julie also holds a MS in Computer Engineering from Santa Clara University and a BA in Computer Science Applied Mathematics from the University of Rochester.
Rosewood Family Advisors
Rosewood Family Advisors provides a diverse range of family office services including tax compliance, bill pay and expense management, philanthropic advising, and estate planning. Our integrated suite of services is customized to fit the many needs of ultra-affluent individuals and their complex lifestyles. We assist in developing solutions for every phase of our client’s financial matters.