Julie Won, CFA, CFP ®
Partner, Head of Research
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, portfolio management, and client interaction.
Prior to 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.
Julie holds a BS from Harvard University, an MBA from the Stanford Graduate School of Business, and a Masters degree in East Asian Studies from Stanford. She is also a CFA® Charterholder and a CFP® Certificant.
Julie lives in Palo Alto with her family and is active in the community, including Easter Seals - Bay Area, where she is Vice Chair of the Board of Directors. Her interests include swimming, running and travelling. She also has lived and traveled extensively in Asia and continues to have a keen interest in the region.