Julia Susanne Orlich

Julia Susanne Orlich, IMC is Director, Partnerships & Client Solutions, Americas at CFA Institute. Based in New York City, Julia leads CFA Institute’s institutional relationships in the New York Tri-State area, focusing on financial services firms, institutions and government and regulatory entities. Previously, Julia was based in London and managed institutional relationships in the Western Europe region. Julia joined CFA Institute in 2014, shortly after graduating from university, and has held other relationship management and client services roles in the organization over the years. Julia holds a BA(Hons) degree in Theatre Dance from the University of the Arts London and is holding the CFA Institute Certificate in ESG Investing, the CFA Society UK Investment Management Certificate and the CFA Institute Investment Foundations Certificate.