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Julie Doran Stewart
Julie Doran Stewart
SVP, Head of Retirement Plan Advisory Services / Plan Advisor | Sentinel Group
Petersham, Massachusetts, United States
Julie Doran Stewart
Summary
Julie Doran Stewart is an accomplished finance professional with over two decades of experience in fiduciary advisory services and retirement plan consulting. Currently serving as the Senior Vice President and Head of Fiduciary Advisory Services at Sentinel Group, she specializes in 401k and defined contribution plans, providing expert guidance on asset allocation and investment policy development. Julie co-founded Gosselin Consulting, where she played a pivotal role in offering institutional-quality investment advice to retirement plan sponsors. Her educational background includes an MBA in Entrepreneurship from Babson College and a Bachelor's degree in Business Communication from Bentley University. Julie is recognized as an Accredited Investment Fiduciary, underscoring her commitment to fiduciary excellence. With a passion for financial wellness and retirement readiness, she leverages her extensive industry knowledge to empower organizations and their employees.
Julie Doran Stewart
Work Experience
SVP, Head of Retirement Plan Advisory Services / Plan Advisor at
Sentinel Group
March 2018 - Present
Plan Advisor at
Sentinel Benefits And Financial
October 2016 - Present
Managing Partner, Co-Founder, Consultant, Chief Compliance Officer at
Gosselin Consulting Group LLC
May 2010 - April 2016
Principal, Investment Strategist at
Mercer
November 2004 - June 2010
Sr. Consultant Relations Associate at
Putnam Investments
September 2002 - November 2004
Administrative Assistant, Defined Benefit Client Service Group at
Putnam Investments
October 2001 - September 2002
Julie Doran Stewart
Education
Babson F.W. Olin Graduate School of Business, Mba
January 2006 - January 2009
Bentley University, B.S. Business Communication
January 1997 - January 2001
Frequently Asked Questions about Julie Doran Stewart
What company does Julie Doran Stewart work for?
Julie Doran Stewart is a SVP, Head of Retirement Plan Advisory Services / Plan Advisor at Sentinel Group.
Where Julie Doran Stewart graduated from?
Julie Doran Stewart holds a degree in Entrepreneurship from Babson F.W. Olin Graduate School of Business.
Who is Julie Doran Stewart?
Julie Doran Stewart is an accomplished finance professional with over two decades of experience in fiduciary advisory services and retirement plan consulting. Currently serving as the Senior Vice President and Head of Fiduciary Advisory Services at Sentinel Group, she specializes in 401k and defined contribution plans, providing expert guidance on asset allocation and investment policy development. Julie co-founded Gosselin Consulting, where she played a pivotal role in offering institutional-quality investment advice to retirement plan sponsors. Her educational background includes an MBA in Entrepreneurship from Babson College and a Bachelor's degree in Business Communication from Bentley University. Julie is recognized as an Accredited Investment Fiduciary, underscoring her commitment to fiduciary excellence. With a passion for financial wellness and retirement readiness, she leverages her extensive industry knowledge to empower organizations and their employees.
Julie`s contact details
Colleagues
President and CEO
Vice President, Health & Welfare Services
Senior Vice President
VP, People and Culture
Vice President, Financial Planner, Private Client Group
Vice President, Senior Benefit Consultant
Vice President. Financial Planner. Head of Financial Planning
Vice President, Health & Welfare Services
Vice President, Advisor Channel Consulting
Chief Operating Officer