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Julie Lilly

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Julie Lilly

Board Member | St. Louis Trust & Family Office

Missouri, United States

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Julie Lilly

Summary

Julie Lilly is a seasoned executive with extensive experience in wealth management and legal services. As the CEO of St. Louis Trust & Family Office, she leads a team that manages over six billion dollars in investment assets, focusing on high-touch client service and customized financial strategies for families with multi-generational wealth. Julie has held various leadership roles, including Chief Operating Officer at Lewis Rice, where she was instrumental in overseeing operations and strategic planning. With a strong educational background from Princeton University and Washington University in St. Louis School of Law, she combines legal expertise with business acumen. Her accolades include being named Outstanding CEO and one of the Most Influential Business Women, highlighting her impact in the industry. Julie is also actively involved in board roles at AAA National Office and AAA Auto Club Enterprises, demonstrating her commitment to community and industry leadership.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Julie Lilly

Work Experience

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Board Member at

Csaa

September 2022 - Present

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Board Member at

Csaa

July 2020 - Present

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CEO & Director at

St. Louis Trust & Family Office

May 2016 - Present

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Executive Vice President at

The St Louis Trust

March 2015 - May 2016

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Chief Operating Officer at

Lewis Rice LLC

January 2008 - March 2015

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Director of Operations at

Lewis Rice And Fingersh

January 1999 - January 2008

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Associate at

Lewis Rice And Fingersh

January 1994 - January 1999

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Julie Lilly

Education

Princeton University, A.B.

January 1986 - January 1990

Frequently Asked Questions about Julie Lilly

What is Julie Lilly email address?

Julie Lilly's primary email address is ******@stlouistrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Julie Lilly work for?

Julie Lilly is a Board Member at St. Louis Trust & Family Office.

Where Julie Lilly graduated from?

Julie Lilly holds a degree in from Washington University in St. Louis School of Law.

How can I directly contact Julie Lilly?

To contact Julie Lilly directly, you can use the email address ******@stlouistrust.com. Complete contact information is available upon registration with Muraena.

Who is Julie Lilly?

Julie Lilly is a seasoned executive with extensive experience in wealth management and legal services. As the CEO of St. Louis Trust & Family Office, she leads a team that manages over six billion dollars in investment assets, focusing on high-touch client service and customized financial strategies for families with multi-generational wealth. Julie has held various leadership roles, including Chief Operating Officer at Lewis Rice, where she was instrumental in overseeing operations and strategic planning. With a strong educational background from Princeton University and Washington University in St. Louis School of Law, she combines legal expertise with business acumen. Her accolades include being named Outstanding CEO and one of the Most Influential Business Women, highlighting her impact in the industry. Julie is also actively involved in board roles at AAA National Office and AAA Auto Club Enterprises, demonstrating her commitment to community and industry leadership.

Julie`s contact details

mail

******@stlouistrust.com

Colleagues

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Pam Moench

Vice President - Director of Investments

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Michael Small

Executive Vice President and CFO

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Elizabeth Goldenberg

Vice President

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John Jennings

President And Chief Strategist

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