Julio joined Callan Capital in January 2021 as a Director, Wealth Management, focusing on financial planning, investment analysis, and tax & estate considerations.
Prior to joining Callan Capital, Julio was a Wealth Management Associate with Morgan Stanley Chicago, where he focused on financial planning, investment strategy, and retirement income planning for high net worth individuals and corporate executives with significant equity-based compensation. Before Morgan Stanley, he worked in KPMG Chicago’s business tax services department focusing on clients in the Asset Management industry. Julio graduated from DePaul University in 2012 with a double-major in Accountancy and Economics. In his free time you can find Julio with his nose in a book reading about history or behavioral finance. He’s also an outdoorsman with an affinity for camping and exploring with his German Shepherd 4-legged friend, Koda.