Julie Alix

Julie Alix has a strong background in the financial industry with a focus on trust administration and relationship management. Julie began their career as a Trust Administrator at Boston Safe Deposit & Trust Company in 1981 and later moved to Shawmut Bank where they held the position of Assistant Vice President. In 1994, Julie transitioned to Choate, Hall & Stewart as a Trust and Estate Administrator, settling estates with a gross estate value over $5 million.

In 1996, Julie joined Cambridge Trust Company as an Assistant Vice President and Trust Officer. Julie introduced and developed a niche business for trustee of towns of NH trust funds, marketing and managing the business. After 12 years in this role, Julie was promoted to Vice President and Trust Officer, where they developed and managed a profitable niche business for pre-need funeral funds, positioning Cambridge Trust as the industry leader. Julie was responsible for trust administration, investment performance monitoring, income tax reporting, and setting investment guidelines. Additionally, Julie helped define clients' investment objectives, set asset allocation, and establish risk parameters.

In their most recent role at Cambridge Trust Company, Julie served as a Senior Vice President and Relationship Manager. Julie managed irrevocable trusts, revocable trusts, retirement accounts, and investment relationships for high-net-worth individuals. Julie was responsible for managing over $350 million and demonstrated a proven ability to attract additional assets from existing relationships and referrals.

Overall, Julie Alix has a diverse and extensive work experience in the financial industry, with a focus on trust administration, relationship management, and business development.

Julie Alix has a Bachelor's degree in Political Science and American Studies from Merrimack College. Julie also attended the ABA National Graduate Trust School at Northwestern University in Evanston, IL, but no specific degree or field of study information is provided.