Julie has thirty-five years of experience providing family office and business management services to high net worth individuals and families. Along with Mara Hofman, she leads the firm’s Business Management and Family Office practice. Her client portfolio of entertainment professionals includes actors, directors, writers, producers, production companies and other related entertainment business, highly compensated individuals, closely held businesses and personal service firms. The firm’s Family Office and Business Management practice service offerings are comprehensive and highly tailored to the needs of the client. The Hollywood Reporter recognized Julie as one of the Power Business Managers in Los Angeles.
Prior to joining HCVT, Julie was a partner in the business management firm of Kaufman, Bernstein, Oberman, Tivoli & Miller, LLC. Julie began her career at Gelfand, Breslauer, Rennert and Feldman, CPAs. Julie is a graduate of UC Berkeley with a bachelor’s degree in business administration with an emphasis in accounting and finance. Julie is a Certified Public Accountant in the state of California. Active in her community, Julie is the former president of the Wilshire Boulevard Temple and previously served on the executive board of Vista Del Mar, a nonprofit organization. Julie is on the board of directors of KIPP LA and serves on the finance committee. Julie chairs the firm’s community service committee.
Kaufman, Bernstein, Oberman, Tivoli & Miller, LLC
Gelfand, Breslauer, Rennert and Feldman, CPAs
Professional and Community Involvement
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
Wilshire Boulevard Temple, lifetime honorary trustee
KIPP LA, Board Member, Finance Committee