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Julie Johnson McVeigh
Senior Financial Advisor
Julie Johnson McVeigh holds the CFA designation and has worked directly with individuals, families and organizations to build portfolios aligned with their values and their goals. She has over 25 years working with clients in the financial industry. She brings a holistic approach to her work to support clients. She was a founder and a managing director of Fresh Pond Capital, previously. Julie believes we create social change when we engage with our personal finances with a collective lens for justice and compassion for ourselves.

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