Addepar
Julie Helwig is an experienced professional in account and relationship management, currently serving as a Senior Account Manager at Addepar since August 2018, following roles as Enterprise Account Manager and Enterprise Relationship Manager. Prior to Addepar, Julie held the position of Senior Vice President at Tiedemann Advisors from October 2016 to July 2018. Julie's career also includes a tenure as Principal at Presidio Capital Advisors (now Tiedemann Advisors) from May 2004 to September 2016, and as a Sales Analyst at Montgomery Securities from April 1996 to April 2004. Julie holds a Bachelor of Arts degree in Speech Communication from the University of Northern Colorado, earned between 1992 and 1995.
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Addepar
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Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for more than $3.5 trillion in assets.