Julie Won, CFA, CFP ®
Julie joined Hanson & Doremus Investment Management in 2013 and also worked for the firm between 2005 and 2009. She runs the firm’s Palo Alto office and focuses on investment research and portfolio management.
Before rejoining Hanson & Doremus, Julie ran her own investment firm, Thistle Finch Investments. In the past, she worked with Citigroup’s foreign exchange group in New York and a national economic policy think tank. She also has lived and traveled extensively in Asia and continues to have a keen interest in the region.
Julie received her undergraduate degree from Harvard University, an MBA from the Stanford Graduate School of Business, and a Masters degree in East Asian Studies from Stanford. She earned the Chartered Financial Analyst (CFA) designation in 2008 and is a member of the San Francisco CFA Society. In 2017, Julie became a CERTIFIED FINANCIAL PLANNER™ certificant.
Julie is active in several Bay Area organizations, including Easter Seals Bay Area, where she serves on the Board of Directors. She currently lives with her family in Palo Alto.