Julia Patricia Foran

Employer firm

Stenger Family Office, LLC CRD 325089

$735M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2020 → 03/2023
  Morgan Stanley
  Oak Brook, IL
• 08/2017 → 05/2020
  Hillsdale College
  Hillsdale, MI
• 06/2017 → 01/2018
  Skybridge Resource Center
  Naperville, IL
• 06/2018 → 08/2018
  Calamos Investments
  Naperville, IL
• 08/2019 → 12/2019
  United States Senate
  Washington, Dc, DC
• 08/2016 → 05/2020
  Hillsdale College
  Hillsdale, MI
• 03/2023 → Present
  Stenger Family Office
  Naperville, IL

Previous Registrations

• 2020-11-19 → 2023-04-07
  Morgan Stanley
  Oak Brook, IL

Exams

• S66 Uniform Combined State Law Examination
  2020-11-18

Other Names

• Julia Patricia Huebner