Laurie joined Saugatuck Financial in 2020 to provide operational support to Justin Charise and his team as well as ensure a phenomenal client experience. Originally from Maine, Laurie brings deep experience in office management and supporting executives and upper-level management.

Laurie has a BA in journalism from Elon University. She resides in Trumbull with her husband, Shane, their two daughters, Samantha and Emily and their bulldog named Baxter. Outside work, Laurie enjoys time with family, exercising and reading.

With 15 years of industry experience, Christy started her career at Goldman Sachs in their Fixed Income Division. She left credit sales to pursue her MBA and was selected as one of 26 Park Leadership Fellows in her business school class, in recognition of professional and academic excellence, dedication to community service and demonstrated leadership.

After completing her MBA, Christy joined Bain & Co. as a strategy consultant in their New York office.  She spent time in both the general practice and their private equity group, and later joined CT-based boutique consultancy Casey Quirk to focus exclusively on strategy work for public and private asset managers and hedge funds. Christy joined the Saugatuck Financial team in 2009 to lead the growth initiatives of the practice. She now leads various aspects of the practice including business development, marketing, and strategic initiatives.

Christy holds a BS from Cornell University and an MBA from the Johnson School at Cornell. She loves living in Westport with her husband and two children, Austin and Ashley. Aside from spending time with family and friends, Christy loves traveling, cooking, and a good cup of coffee.

Julie joined the Saugatuck Financial Executive Leadership Team in 2024 as Chief Operating Officer.  She leads SF’s people, processes and resource allocation to support the growth and continued success of the firm and its clients.

Julie brings over twenty years of experience and leadership in financial services, operations and strategic initiatives.

Prior to joining Saugatuck Financial, Julie spent six years as Head of Business Operations at Casey Quirk, the asset-management-focused strategy consulting practice of Deloitte Consulting.

Her earlier experience includes roles at Barclays Wealth in London and New York, most recently as Chief of Staff to the Chief Technology Officer and Head of Change Management.  Formerly Barclays Wealth’s Head of Program and Investment Governance for the Americas, she drove investment prioritization frameworks and decisions for the firm.   Her early days at Barclays Wealth were focused within their Strategy and Business Development team, helping drive growth initiatives within the UK and Continental Europe.

Prior to joining Barclays, Julie was a Strategy Consulting Manager at Marakon Associates and completed the Financial Management Training program at GE Capital before leading growth initiatives in their Corporate Development group.

Julie holds a BA in History and French from Duke University and an MBA from The Kellogg School of Management with concentrations in strategy, finance, and international business.

She lives in Fairfield County with her husband, daughter and mischievous Boston Terrier. In her spare time, she can be found hiking, skiing, trying (mostly unsuccessfully) to achieve the Queen Bee ranks in the New York Times Spelling Bee and planning the next family vacation.