Julia Baratta - Adviser Investments

Julia Baratta

Senior Tax Associate

Julia joined the firm in January 2023 as a Senior Tax Associate. She brings many years of experience and a diverse background in accounting and taxation, ranging from small CPA firms to Big Four and most recently with a tax law firm. Julia is a Certified Public Accountant. She received her BSBA in Accounting from Northeastern University, a Master of Taxation, and a Certificate in Financial Planning from Bentley University. She lives with her family in Littleton, Massachusetts. Julia enjoys spending time with family and friends, gardening and volunteering.

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