Julie Ann Geraci
- Strategic Relationships Specialist
Julie A. Geraci is the strategic relationships specialist for Thornburg Investment Management. Previously, she served as the retirement manager with the DCIO group from the time of its inception and was instrumental in the launch and rollout of all the Thornburg R-share class investment offerings. In her current role, Julie is responsible for managing and growing home-office relationships to provide support to retirement advisors. She specializes in defined-contribution investment-only plan sales and the marketing of value-added services to plan service providers, retirement plan advisors, and key accounts throughout the country. She is also responsible for organizing various conferences, including Thornburg’s retirement symposium in Santa Fe, NM, at which investment professionals from around the country test for the nationally recognized Accredited Investment Fiduciary designation.
Prior to joining Thornburg in 2001, Julie was the high-net-worth syndicate manager at Merrill Lynch. She is currently registered with FINRA with a Series 24, 7, 65, and 63.