A graduate of Georgia State University, Julio obtained a Bachelor’s Degree in Business Administration with a concentration in Finance and began his career in financial services in 1998. With almost 20 years of wealth management experience, he adds to the breadth of knowledge and skills of our firm. Julio has extensive experience in the use, support, and conversion of bank trust and operations systems. He has served as a liaison between business analysts, developers, and third-party vendors. He has also managed over $1.2 billion in assets as an Investment Portfolio Manager for SunTrust Bank. His experience on both the operations and client service side of the business gives Julio a unique ability to create more efficient processes while being mindful of a better client experience. As Director of Investment Operations, Julio works closely with our team of investment professionals with particular attention to trading and reporting activities.
Julio joined Patton Albertson & Miller in 2016 and is an affiliate member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.
Together with, Carmen, his wife of 18 years, they have two wonderful children: Javier (13) and Ana Sofia (10). Carmen is a working mom for a virtual company, a homeschool teacher, and a “momager” for both Javy and Sofy, who are working actors. Both kids are active in the tv/film industry and have experience in TV, film, commercial, print, voiceover, and hosting.