As head of investments, I direct the research team's idea generation, bottom-up fundamental equity analysis, and security selection for our portfolios. As Managing Partner, I work closely with all staff members in investments, operations, HR, and compliance to oversee our firm's work.
Julie Won
Head of Investments and Managing Partner
Hanson + Doremus Investments and Planning
United States, Vermont, Burlington
About Me
Profile Information
Head of Investments and Managing Partner
Hanson + Doremus Investments and Planning
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Burlington
Vermont
United States
Aug 23, 2025
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