All men and women in the Gilmour community are invited to participate in these networking events on the first Thursday of each month.
This month's featured speaker will be Julie Nootbaar, mother of Nathan ’22. Julie will speak about the importance of planning ahead for the unexpected. She is a private wealth financial advisor with Clarfeld Citizens Private Wealth Management (CCPW), a division of Citizens Bank.
The firm is a fully integrated, multi-disciplined family office. Julie manages the financial affairs of affluent families, senior corporate executives, professionals, business owners and their related entities, including trusts and charitable foundations. She advocates for financial literacy at all stages of life and has found a niche working with divorced or widowed women, helping them to rebuild and take control of their financial future.
Prior to becoming a financial advisor, Julie spent 15 years as a business analyst and global supply chain manager for STMicroelectronics, a global leader in the semiconductor industry.
Julie’s presentation will cover the importance of planning ahead for the unexpected, such as divorce or the death of a spouse, and how working with an advisor can help alleviate the stress and unintended consequences of such an event.
Julie and her husband, Keith, have a son, Nathan ’22, who plays soccer and basketball.