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Julia O’Brien

Partner, Private Client Practice

Julia O’Brien is a Partner and a Managing Director for the Private Client Practice at Cambridge Associates.

Julia has over 20 years of industry experience. She leads an investment team whose clients are based in the United States, Canada, and the United Kingdom. She advises families, family offices, and other sophisticated investors on portfolio strategy, custom portfolio construction, asset allocation, and manager evaluation and selection. Many of her clients are entrepreneurs who have experienced a liquidity event via the sale of a business.

Before joining Cambridge Associates in 2010, Julia was a member of the Mutual Fund Group at Wellington Management Company. Prior to that, Julia worked at a real estate private equity firm, ING Clarion, as well as at Deutsche Bank’s Global Currencies and Commodities Group in London, England.

Julia received her MBA from Yale University. She received her BS from the University of Denver. Julia is officially registered as an Advising Representative in all the Canadian jurisdictions.

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