James P. Julian

James P. Julian

Executive Vice President

Jim was principal and executive vice president of Robshaw & Julian Associates, Inc. which recently joined Courier Capital LLC.  Jim has been in the investment services industry since 1969.  Prior to joining Robshaw & Julian in 1989, he was a Senior Vice President and Chief Investment Officer for the Western Region of Key Trust Co.

Jim holds an M.A. in Economics from the State University of New York at Buffalo and a B.A. from the University of Notre Dame.  He is an SEC registered Investment Advisor and a past president of the Financial Planning Counselors of Western New York.

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