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Julian Lee

Portfolio Associate

Julian provides client service to institutional clients and works alongside portfolio and relationship managers to ensure requests are addressed thoroughly and efficiently. He also provides internal administrative support to client service teams so that they have what they need to serve clients with excellence. He is a member of the firm’s Respect, Equity, Accountability, Diversity, and Inclusion (READI) Committee.

Julian began his career when he joined Boston Trust Walden in 2020. He earned a BS in Business Administration and Mathematics with a concentration in Finance from Northeastern University.