Julie Rousseau

Partner at Shepherd Kaplan LLC

Julie Rousseau

Julie Rousseau

Partner at Shepherd Kaplan LLC

Biography

Ms. Julie Rousseau is Managing Director-Private Wealth Practice at Shepherd Kaplan LLC. She received her undergraduate degree from Providence College.

Overview
RelSci Relationships

46

Number of Boards

1

Number of Awards

2

Contact Data
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Relationships
RelSci Relationships are individuals Julie Rousseau likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at Shepherd Kaplan LLC

Relationship likelihood: Strong

Chairman at Shepherd Kaplan LLC

Relationship likelihood: Strong

Co-Founder at Shepherd Kaplan LLC

Relationship likelihood: Strong

Co-Founder at Shepherd Kaplan LLC

Relationship likelihood: Strong

Partner at Shepherd Kaplan LLC

Relationship likelihood: Strong

Chief Investment Officer & Managing Director-Research at Shepherd Kaplan LLC

Relationship likelihood: Strong

Senior Advisor-Investment Advisors at Shepherd Kaplan LLC

Relationship likelihood: Strong

Principal, Senior Investment Advisory Consultant & Director of Planning at Shepherd Kaplan LLC

Relationship likelihood: Strong

Former Principal, Senior Investment Advisory Consultant at Shepherd Kaplan LLC

Relationship likelihood: Strong

Principal, Senior Investment Advisory Consultant at Shepherd Kaplan LLC

Relationship likelihood: Strong

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Julie Rousseau
Partner at Shepherd Kaplan LLC
Education
Bachelor of Arts in Political Science with Concentrations in Economics & Public Service

Providence College (also known as Providence or "PC") is a private, coeducational, Roman Catholic university located about two miles west of downtown Providence, Rhode Island, United States, the state's capital city. It is the only college or university in North America administered by the Dominican Friars.

Career History
Partner
Tenure Unconfirmed

Our role is to provide the necessary tools, process and relationship for our clients, so that they can comfortably and confidently address the needs of their institution or family. We consult to and provide investment management, fiduciary compliance and educational resources for institutional and private investors, trusts and foundations.

Boards & Committees
Member, Investment Committee
Current

Our role is to provide the necessary tools, process and relationship for our clients, so that they can comfortably and confidently address the needs of their institution or family. We consult to and provide investment management, fiduciary compliance and educational resources for institutional and private investors, trusts and foundations.

Awards & Honors
CFP (Certified Financial Planner)
Series 65 – Uniform Registered Investment Adviser
Other Affiliations

Julie Rousseau is affiliated with Shepherd Kaplan LLC, Shepherd Kaplan LLC

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Julie Rousseau. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Julie Rousseau's profile does not indicate a business or promotional relationship of any kind between RelSci and Julie Rousseau.