Julie A. Yoon is the Director of Client Relations and Senior Portfolio Administrator at Laurel Grove Capital. She is a graduate of the University of California at Los Angeles with a B.A. in English. She provides trading support for the Portfolio Managers and assists with client service requests and administrative issues. She has worked with nonprofit organizations in institutional operations for the twelve years she has been with Laurel Grove Capital. Julie also provides extensive mutual fund and ETF research for the firm.

She earned her certificate in Personal Financial Planning from UCLA Extension's CFP Board Registered program and is a candidate for CFP® Certification.

Julie is fluent in Spanish and Korean and has been at Laurel Grove Capital since 2005.