Julia Rellou

Humanist and environmentalist Julia Rellou has spent many years working in the corporate sector as a financial services executive. When she began as a Corporate Banking Associate at JPMorgan Chase, she worked closely with senior relationship managers structuring complex financing and investing solutions for Fortune 500 clients. Products and services she helped structure included syndicated credit facilities, commercial lending, investment banking, trade finance, interest rate swaps, and other credit and non-credit facilities. Julia Rellou completed the bank’s rigorous credit training program upon joining the organization. After two years in Corporate Banking, Julia Rellou joined the Bank’s Private Banking Division, earning promotions to Vice President and Senior Relationship Manager.

Responsible for a select client portfolio, Rellou advised clientele consisting of privately held companies, their management, and clients, both domestic and international. Rellou was valued as a senior relationship manager and financial advisor, and her expertise was trusted and respected by her clients, management, and colleagues. After serving in this capacity for seven years, Rellou accepted an advancement to Vice President and Senior Financial Planner in the bank’s Strategic Client Management/Advisory Group. In this new position, Julia Rellou spearheaded the establishment of a new advisory service for high-net-worth individuals, Personal Strategic Planning, which provided clients a host of premier financial services, including investment advice, tax planning, insurance needs analysis, retirement planning, and executive benefits analysis.

In Rellou’s most recent position with JPMorgan Chase, as Vice President and Group Manager for the Chase Financial Planning and Advisory Group, she led her group in researching, crafting, and delivering highly-customized, expert financial planning and advisory services to high-net-worth clients. She also oversaw the delivery of advisory solutions, training, and support to internal client advisors. Rellou’s expertise was extended to and trusted by JPMorgan Chase senior-level executives, whom she personally advised. Julia Rellou completed a 17-year tenure with JPMorgan Chase, her single employer following completion of her MBA studies, cum laude and on full scholarship, with New York University Stern Sch