About Julie M Shechtman
Julie graduated Magna Cum Laude from the Wharton School at the University of Pennsylvania in 1987, earning a Bachelor of Science in Economics, majoring in Finance and Accounting. She received her MBA from Harvard Business School in 1991.
Julie began her career in 1987 as a Financial Analyst in Drexel Burnham Lambert’s Beverly Hill’s office. In 1991, she joined Goldman Sachs where she spent the next decade working closely with institutional clients in the firm’s Investment Banking and Institutional Equities divisions in New York and Chicago, rising to Vice President, before taking a few years off to raise her family. She joined Morgan Stanley in 2010.
Committed to constantly improving the quality of advice and range of services she can offer clients, she went on to earn designations as a Certified Financial Planner® practitioner in 2013 and Certified Divorce Financial Analyst® professional in 2021.
In 2019, Julie successfully completed Morgan Stanley’s highly selective and rigorous Family Wealth Director Program. This prestigious designation, held by fewer than 4 percent of Morgan Stanley advisors, enables her to better assist clients with business succession planning, asset allocation, manager selection, wealth transfer, family dynamics, philanthropy and other important areas of concern.
Julie also achieved admittance to Morgan Stanley’s exclusive Alternative Investments Director Designation Program in 2019. Alternative investments, for those investors for which they are appropriate, are investments other than stocks, bonds or cash and include assets such as private equity, private real estate, private credit, hedge funds and venture capital.
In 2021, Julie completed Morgan Stanley’s Investing with Impact Director Designation Program. Investing with Impact Directors are chosen for their advanced experience and leadership in working with clients motivated to positively impact environmental and social agendas alongside market-rate financial returns. Also in 2021, she became a Morgan Stanley Workplace Advisor for Equity Compensation to help clients align their equity compensation strategy with their broader financial goals. In 2025, Julie earned the designation of Lending Specialist enabling her to better assist clients in evaluating liquidity solutions to complement existing investment strategies.
Julie was elected to serve on the K-8 Glenview School District 34 Board of Education from 2007 to 2015. She now serves on the District 34 Caucus. Julie is the founder, past president and proud supporter of Friends of Youth Services, a local nonprofit organization dedicated to helping at-risk youth in her local community. She also serves on the board of the Kohl Children's Museum.
In January 2024, Julie was honored to be selected as a member of Morgan Stanley’s MAKERS class in the category of lifetime achievement. Now in its 12th year, this longstanding Morgan Stanley tradition recognizes leaders who are advocates, mentors, trailblazers and champions for women inside and outside the Firm. For more information, go to www.makers.com.
A North Shore native, Julie lives in Glenview with her husband, Bradley. They have four children, Madeline, Nick, Angela, and Blake, all of whom graduated from the University of Michigan. Go Blue! Madeline, Nick and Angela work in New York City with Blake currently working in Chicago. Julie is obsessed with lifting weights with her trainer, Joey, playing paddle tennis at Valley Lo and listening to books on Audible. In 2022, she joined Chief, a private network of women executive leaders.
Recent Designations and Awards Include:
2025 #68 Forbes America's Top Women Wealth Advisors
2025 #2 Forbes Top Women Wealth Advisors Best-in-State
Forbes Top Women Wealth Advisors and Top Women Wealth Advisors Best-in-State Source: Forbes.com (Awarded Feb 2025) Data compiled by SHOOK Research LLC for the period 9/30/23-9/30/24.
2025 #9 Forbes Best-In-State Wealth Advisors
Forbes Best-in-State Wealth Advisors
Source: Forbes (Awarded April 2025) Data compiled by SHOOK Research LLC based on time period from 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/23-3/31/24.
The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
Securities Agent: GA, MI, VT, WI, WA, VA, UT, MD, KS, SD, SC, IL, HI, NJ, MO, IA, DC, TN, NH, CT, AR, TX, OH, NC, MA, IN, CO, AZ, NM, MN, FL, CA, WY, PA, NY, NV, KY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
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