Julie Petrow-Cohen

• Senior Financial Advisor
• Registered Representative
• Investment Advisor Representative

212.405.1603
800.262.6644, ext. 1603
jpetrowcohen@christopherstreet.com

Julie has over eighteen years of industry experience at leading financial institutions including UBS Financial (formerly Paine Webber) and Citigroup. Julie was a Managing Director at Citigroup, serving a decade in various legal and compliance roles supporting both the Institutional Clients Group and the Global Wealth Management Division. Julie gained substantial knowledge of the markets as well as investment products including investment advisory products, mutual funds, life insurance, variable annuities and mortgage related products during her tenure at various financial services firms.

Julie's background as a securities lawyer and compliance executive is an asset as she is continually mindful of SEC and FINRA regulations in making recommendations that are in her clients' best interests. Her legal background is also a good fit in terms of advising clients on estate planning issues that naturally arise in the course of the financial planning process. She is committed to working at Christopher Street Financial because of its reliance upon an independent investment advisory platform, which she believes is the model that best aligns an advisor with their clients' needs and avoids the inherent conflicts of interests that often exist at some large institutions.

Julie graduated cum laude from New York Law School in 1992 and distinguished herself as an editor of the Law Review. While attending law school she interned at the American Civil Liberties Union and the federal district court's Pro Se Clerk's Office where she advocated on behalf of indigent individuals. Julie worked as a litigation associate at Schulte Roth & Zabel in NYC where she worked on securities class action suits and broker-dealer arbitration matters as well as on behalf of the firm's pro bono clients. Julie graduated from NYU's College of the Arts and Science with honors in Psychology, which was her major. Immediately after college, Julie worked as a social worker at a homeless shelter for women at NYC's Lenox Hill Neighborhood Association.

Julie lives in Maplewood, New Jersey with her partner, Maddy, who is a psychotherapist in private practice in N.Y.C. and Maplewood, N.J. They have two daughters. Julie volunteers with New Jersey's Garden State Equality, a state-wide civil rights organization, in their struggle to obtain marriage equality for all. Their oldest daughter testified at the New Jersey State Senate's Judiciary Committee hearing in December 2009, along with Julie and her partner in support of the marriage equality bill.

New York Resident Magazine, March 2010
Take A Deep Breath And Do Your Taxes

... "Tired of working with a big firm broker who seemed to view me as nothing but a little peon, I found a much better fit at Christopher Street Financial (christopherstreet.com), an independent advisory firm on Park Avenue South. Financial advisor, Julie Petrow-Cohen, began our meeting asking questions." ...

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