Julie DiLeo

Julie DiLeo

Vice President – Admin Services
Schedule AN Appointment
Responsible for servicing domestic and international trusts, Julie monitors trust investments, asset administration and accounting and handles income tax return preparation and reporting. Her previous experience includes serving as a trust officer at DM Trust Company and as a financial services consultant for Delaware Investments and Brinker Capital. She earned her bachelor’s degree at Franklin and Marshall College and maintains Series 6 and 63 licenses.

About Julie:

For Julie, the world is filled with endless possibilities. That’s why she makes it her mandate to learn something new whenever she can. Yoga. Gourmet cooking. Even belly dancing. Her thirst for knowledge means that every day is unexpected. So it’s no wonder that she applies that same zeal to the workplace.

“At Sterling, I never stop learning – whether it’s interacting with clients or keeping up with the latest tax laws,” she says. “I love it because we’re always called upon to think outside the box. Every workday brings a new experience.”

In her off hours, she also enjoys travel, fine dining, water parks, football and baseball.

610.234.0680 Email LinkedIn