CFA Charterholder and Senior Portfolio Manager specializing in asset allocation and fixed income strategies. With over 18 years in wealth management, he helps corporate and institutional clients hedge against inflation and market volatility.
Julian is a CFA Charterholder and a dedicated student of market cycles, with nearly two decades of experience managing multi-asset portfolios for institutional clients. His deep expertise covers fixed income securities, blue-chip equity strategies, and dividend growth investing designed to preserve purchasing power. Julian is particularly adept at constructing defensive portfolios that withstand inflationary pressures and economic recessions using bond ladders and sector rotation. He writes for sophisticated investors and corporate treasurers, demystifying concepts like yield spreads, DRIP investing, and ETF tracking errors. His approach is data-driven and conservative, prioritizing long-term wealth preservation over speculative trends.