Rockbridge Named #81 on CNBC's Top 100 Fee Only Wealth Mgmt Firms List
Julia 2
    Syracuse, NY Rockbridge Investment Management

Julia Conlan

How I got here

I previously worked at a private software company specializing in college athletics located on the Syracuse University Campus. During the course of my time there I was able to implement administration measures to manage the office and interact with various professionals. When the opportunity was presented to me to work at Rockbridge Investment Management it opened a new chapter to explore a new business in a dynamic environment. I believe the opportunities afforded to me at RIM will continue to challenge me with personal growth and awareness.

Favorite part of the job

My favorite part of the job is interacting with the employees of Rockbridge, a very welcoming group of professionals. I look forward to supporting my colleagues and assisting the clients of Rockbridge.


Bachelor of Business Administration (B.S), State University of New York at Oswego

Professional Organizations: NA
Beneath the surface

Outside the office I am an avid runner finding time to run most mornings before work and enjoy participating in indoor cycling classes. I am also a certified personal trainer and part-time employee of the local YMCA. I enjoy spending time with my miniature long-haired dachshund Lily, watching crime TV shows, and vacationing at the Outer Banks.


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