Julie DiGuardi

Client Service Manager

Julie works with Robert Whitbeck, MBA, as their Client Services Coordinator. She has been working with Bob since 1992 as an administrative assistant. Her role has grown as she has helped develop the business. Julie’s responsibilities involve coordination of clients’ needs, which includes client services, client records, event coordination and administrative duties.

Prior to joining Bob’s team, Julie worked at Aetna as an Underwriter’s assistant for 10 years.

An important aspect of her life is family – she and her husband Tony have been married since 1986. They have 3 sons, who have all been involved in sports and the family has spent many enjoyable years watching them participate. Her hobbies include tennis, gardening and working out at Midtown Tennis and Athletic Club.

Phone 585-350-7212