Julia Steitz
Vice President, Client Portfolio Manager at BlackRock | San Francisco, California, United States
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Julia Steitz, MBA, serves as a Vice President and Client Portfolio Manager at BlackRock, where she plays a pivotal role in the Custom Model Solutions (CMS) business. With a deep understanding of wealth management dynamics, Julia leverages her expertise to collaborate with advisory firms in crafting tailored model portfolios that align with specific client needs. Her role is critical in navigating the complexities of open architecture platforms, ensuring that each model not only reflects market trends but also incorporates unique client objectives and risk tolerances.
At BlackRock, Julia is actively involved in key projects that enhance the CMS platform's offerings, focusing on integrating innovative investment strategies and sustainable practices. Her ability to analyze market conditions and client requirements allows her to deliver insights that drive portfolio performance and client satisfaction. Julia’s proficiency in business analysis and real estate transactions further enriches her contributions, enabling her to provide comprehensive solutions that address diverse investment goals.
In addition to her technical skills, Julia is adept at public speaking and community outreach, often representing BlackRock at industry conferences and events. Her commitment to fostering relationships within the wealth management community underscores her dedication to client service and collaboration. As a team player, Julia thrives in environments that require effective communication and strategic planning, making her an invaluable asset to both her clients and the BlackRock team. Through her work, she continues to shape the future of investment management, ensuring that clients receive the highest level of service and innovative portfolio solutions.
Vice President, Client Portfolio Manager at BlackRock in March 2024 to Present
Founder at Julia Property Projects in April 2023 to March 2024
Market Sales Partner at BlackRock in January 2022 to April 2023
Financial Analyst at BlackRock in August 2020 to January 2022
NASM Certified Personal Trainer at National Academy of Sports Medicine (NASM) in August 2018 to May 2020
Binghamton University Personal Safety Advisory Committee at Binghamton University in March 2018 to March 2020
Community Service Coordinator: Note to Self Community Service Collegiate A Cappella Group at Binghamton University in September 2016 to June 2019
Residential Assistant at Binghamton University in August 2018 to May 2019
Student Ambassador at Binghamton University in April 2017 to May 2019
Waitress at Texas Roadhouse in September 2016 to June 2018
Co-founder: Binghamton Advantage Student Association at Binghamton University in September 2016 to March 2018
Student Mentor at Windsor Central School in September 2017 to January 2018
Task Test Tutor at Task Test in June 2015 to June 2016
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Microsoft Office
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Microsoft Excel
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Microsoft PowerPoint
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Discover more about BlackRockWhat is Julia Steitz email address?
Email Julia Steitz at [email protected]. This email is the most updated Julia Steitz email found in 2026.
How to contact Julia Steitz?
To contact Julia Steitz send an email to [email protected]. (updated on October 29, 2024)
What company does Julia Steitz work for?
Julia Steitz works for BlackRock
What is Julia Steitz's role at BlackRock?
Julia Steitz is Vice President, Client Portfolio Manager
What is Julia Steitz's Phone Number?
Julia Steitz's phone (213) ***-*214
What industry does Julia Steitz work in?
Julia Steitz works in the Financial Services industry.
Julia Steitz Email Addresses
Julia Steitz Phone Numbers
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