Cfp Julia Karasik Cima

FAQ About Cfp Julia Karasik Cima

• What is Cfp Julia Karasik Cima's address?

  Cfp Julia Karasik Cima is located at
  Greater Chicago Area, Greater Chicago Area, United States

• What is Cfp Julia Karasik Cima's job title?

  Cfp Julia Karasik Cima is a
  Julia joined Morgan Stanley in 1998 and has been a financial advisor since 1994. She is a Family Wealth Director, an exclusive designation granted to Financial Advisors who successfully compete a rigorous accreditation program focused on skills required for comprehensive wealth management across a range of disciplines important to wealthy individuals. Candidates must demonstrate knowledge and experience in many topics, including among others: business succession planning and monetizing business ownership, alternative investments, family dynamics and philanthropy, and wealth transfer. Less than 4% of advisors at Morgan Stanley currently hold this designation. (as of Feb 2021) Julia is also a CERTIFIED FINANCIAL PLANNER *practitioner, which is the recognized standard of excellence for personal financial planning. Julia completed CFP* program through Northwestern University. As a Certified Investment Management Analyst*, Julia has knowledge and experience in advanced investment consulting, investment policy guidelines and optimal portfolio strategies, risk management, Alternative investments, international financial markets, quantitative and qualitative selection criteria and monitoring of portfolio performance. Julia completed the CIMA* certification program at the University of Pennsylvania’s Wharton School of Business. **Julia was named one of Forbes Magazine Top Women Wealth Advisors and Forbes Top Women Wealth Advisors Best-In State for 2023-2020 and Forbes Best in State Advisors for 2023- 2020, and 2018. Julia used to be a board member of Russian Jewish Division of Jewish United Fund of Metropolitan Chicago (JUF.) Julia was born in Kiev, Ukraine. Fluent in Ukrainian and Russian, Julia served as a board member of the Russian Jewish Division of the Jewish United Fund (JUF). She holds Bachelors and Master's Degrees in Civil Engineering and resides in Chicago, Illinois with her husband and is a proud mother of two daughters. An avid skier, most of Julia’s winter weekends are spent as a ski instructor while her warm weather passions include tennis, biking, running and traveling with her family. As a lifelong learner, Julia enjoys reading various subjects including non-fiction and financial books. **See honor sections below, for awards criteria. Morgan Stanley

• What industry does Cfp Julia Karasik Cima currently work in?

  Cfp Julia Karasik Cima currently works in the
  Morgan Stanley

• What is Cfp Julia Karasik Cima's area of expertise?

  Cfp Julia Karasik Cima specializes in
  Julia joined Morgan Stanley in 1998 and has been a financial advisor since 1994. She is a Family Wealth Director, an exclusive designation granted to Financial Advisors who successfully compete a rigorous accreditation program focused on skills required for comprehensive wealth management across a range of disciplines important to wealthy individuals. Candidates must demonstrate knowledge and experience in many topics, including among others: business succession planning and monetizing business ownership, alternative investments, family dynamics and philanthropy, and wealth transfer. Less than 4% of advisors at Morgan Stanley currently hold this designation. (as of Feb 2021) Julia is also a CERTIFIED FINANCIAL PLANNER *practitioner, which is the recognized standard of excellence for personal financial planning. Julia completed CFP* program through Northwestern University. As a Certified Investment Management Analyst*, Julia has knowledge and experience in advanced investment consulting, investment policy guidelines and optimal portfolio strategies, risk management, Alternative investments, international financial markets, quantitative and qualitative selection criteria and monitoring of portfolio performance. Julia completed the CIMA* certification program at the University of Pennsylvania’s Wharton School of Business. **Julia was named one of Forbes Magazine Top Women Wealth Advisors and Forbes Top Women Wealth Advisors Best-In State for 2023-2020 and Forbes Best in State Advisors for 2023- 2020, and 2018. Julia used to be a board member of Russian Jewish Division of Jewish United Fund of Metropolitan Chicago (JUF.) Julia was born in Kiev, Ukraine. Fluent in Ukrainian and Russian, Julia served as a board member of the Russian Jewish Division of the Jewish United Fund (JUF). She holds Bachelors and Master's Degrees in Civil Engineering and resides in Chicago, Illinois with her husband and is a proud mother of two daughters. An avid skier, most of Julia’s winter weekends are spent as a ski instructor while her warm weather passions include tennis, biking, running and traveling with her family. As a lifelong learner, Julia enjoys reading various subjects including non-fiction and financial books. **See honor sections below, for awards criteria.

• Which languages does Cfp Julia Karasik Cima speak? 

  Cfp Julia Karasik Cima speaks the following languages:
  No languages available.

• Which industries has Cfp Julia Karasik Cima previously worked in?   

  Cfp Julia Karasik Cima has prior experience in the following industries:
  No prior industries available.

• What is Cfp Julia Karasik Cima’s work experience?  

  Cfp Julia Karasik Cima has the following professional experience:
  Morgan Stanley .

• How can I find Cfp Julia Karasik Cima on LinkedIn?  

  You can view Cfp Julia Karasik Cima’s
  LinkedIn profile at LinkedIn URL.

• What are Cfp Julia Karasik Cima’s work email addresses?  

  Cfp Julia Karasik Cima’s work email addresses are
  [email protected].

• What company does Cfp Julia Karasik Cima work for?  

  Cfp Julia Karasik Cima works at
  Morgan Stanley