Julian

With over 35 years of experience in the financial services industry, Julian brings a wealth of knowledge and expertise to his role as Managing Partner at Newbirm Capital Management. His career is built on a deep understanding of financial systems, capital management, and strategic consulting. Julian's dedication to helping businesses and individuals navigate complex financial landscapes has earned him a reputation for delivering actionable, results-driven advice.

Holding a BA and MS, Julian combines advanced academic credentials with real-world experience to provide unparalleled insights to clients. His passion for process improvement and his hands-on approach have been instrumental in shaping the firm’s mission: to offer high-quality, customized financial consulting services. As a trusted advisor, Julian works closely with clients to develop tailored strategies that optimize wealth, manage assets, and drive sustainable growth. His commitment to excellence and client success makes him a standout leader in the industry.