
Julie Ann Geraci
Global Distribution Operations Manager
Julie A. Geraci is global distribution operations manager of Thornburg Investment Management and joined the firm in 2001. Julie manages the various operational support functions across all distribution channels which include DCIO, UCITS, CITs, Strategic Relationships, Advisor Solutions, Private Wealth and Institutional. Previously, Julie held a retirement manager role with the DCIO group from the time of its inception and was instrumental in the launch and rollout of all Thornburg R share class investment offerings. She was also 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.
Prior to joining Thornburg, Julie held a role with the high-net-worth syndicate team at Merrill Lynch. She is registered with FINRA with a Series 24, 7, 65 and 63.
Insights

Retiring Retirement – Longevity Planning Outcomes

Vision Mission and Values

Three Overlooked Rewards of Living Longer Lives

Actively Managed. Structured for Excellence

When It Comes to Investment Advice, Humans Beat Computers

Dividend-Paying Stocks: The Investor’s Swiss Army Knife

How to Overcome the “Money” Problem of Funding College

Bank Loan Funds: Benefits and Risks

Exchange Traded Funds (ETFs) Carry Overlooked Costs

Robust Portfolio Construction Essential for Various Markets

Thornburg Signs the Principles for Responsible Investment

American Depositary Receipts (ADRs) & Foreign Currency Risks

Tough Sledding in Multisector Bond Investing? It Depends on the Team.

China Leads the Disruptive Mobile Payment Technology Trend

Want to Improve Your Business Development Results as an Advisor?

Managing Legacy Wealth Is Good for Business and Clients

Reinventing Your Business

The Case for Real Teaming

Planning for Inadequate Social Security Benefits
