Juliana is a Senior Financial Planner at Graypoint LLC. Juliana joined Graypoint in 2024 after being employed by Brown Brothers Harriman in NYC as an Investment Tax Manager on the Alternative Investment Tax team for three years. Prior to that role, Juliana was employed by RSM US LLP in NYC for five years and was a Senior Tax Associate in the Business Tax department at the time of her departure. Juliana earned a Bachelor of Science in Accounting with a minor in Finance from Providence College, as well as a Master’s Degree in Business Administration (MBA) from The College of Saint Rose.