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Julie Sorgi

Julie Sorgi

Director of Living Plans

I’M HERE FOR A REASON

I began my professional journey by following my passions of environmental conservation and sustainability at West Virginia University studying wildlife and fisheries. After a year of the program, another passion began to emerge, and I decided to enter the investment management industry at Wells Fargo Advisors. My role consisted of many responsibilities, including assisting with asset management, estate and retirement planning, and brokerage and portfolio monitoring services.  This exposure allowed me to gain a new perspective and a new drive to continue my education with a focus on business administration at West Virginia University. During my continued education, something amazing emerged, a new passion for quantitative analysis leading me to graduate with a Bachelor of Business Administration and Accounting. As my passion grew, I advanced my studies in business development and strategy by earning a Master of Business Administration.

 

MY JOURNEY INTO POWER

Upon graduating I joined the community banking industry in West Virginia where I specialized in finance and process improvement. Studying, living, and working in West Virginia, I witnessed many of the hardships in the community including a strained economic atmosphere, environmental pollution and the results of loosely regulated mining practices. The poverty in the community and the surrounding rural communities resulting in large income disparities, poor health outcomes, and a widespread drug epidemic motivated me to become more involved in solving these issues and I decided to make a change.

 

ALIGNING MY BEING WITH MY DOING

This change let me to join Wilde Capital Management in 2017, where I have had the pleasure of supporting their model management process of client investing.  The organization’s foundation approach to their investment strategies on Environmental, Social and Governance (ESG) factors of sustainable investing eventually led me to Conscious Capital Wealth Management. While closely maintaining my wildlife and fisheries origins, I appreciate the roundabout journey that has led me to Conscious Capital, where I am inspired every day to provide positive impacts in the world and assist others to understand the importance and strength of responsible investing and consumption.