Julie Neitzel has extensive experience in wealth advisory, private equity, business acquisitions, strategy, and governance. Over the past two decades, she has served as advisor to global families in investing activities, operating business strategy, wealth transfer planning, philanthropy, and next-generation engagement. Neitzel earned her MBA from the American Graduate School of International Management. She currently is a board member for NYSE Heico Corp., the NACD Florida Chapter, The Miami Foundation, and the Miami Finance Forum.