
We are delighted to announce that Julie Alberti has joined CMM Cares as Executive Director. With deep roots in the Long Island community and a heartfelt commitment to helping others, Julie brings unparalleled expertise and passion to the organization.
Julie currently serves as the Director of Family Services and Business Development at Strata Alliance, a multi-family office based in Ronkonkoma. Since joining, she has leveraged her extensive expertise in personal finance to help grow the firm and its network of services. Known for her compassion and exceptional ability to connect with people, Julie excels in guiding clients through pivotal financial decisions, particularly in retirement planning. Her greatest fulfillment comes from seeing her clients realize their dreams, and she remains steadfastly dedicated to giving back to the community.
Julie’s career is marked by an impressive progression of leadership roles. Prior to Strata Alliance, she served as an advisor at TD Ameritrade/Charles Schwab, helping clients navigate their retirement journeys. As co-founder and Head of Investor Relations and Marketing at The Alberleen Group, Julie spearheaded strategic marketing initiatives and cultivated lasting relationships with investors. She began her career at Lehman Brothers in the Global Absolute Returns division, where she developed the financial expertise that has defined her career.
CMM Cares was founded on the principle that uniting the Long Island business community can create meaningful change in the lives of local families. As Executive Director, Julie is committed to driving that mission forward with energy and vision.
“I’m honored to take on this role,” Julie shared. “The Long Island business community is incredibly strong, and I truly believe that by working together, we can make a profound difference for families in need.”
“We are thrilled to welcome Julie as the new Executive Director,” said Joe Campolo. “Her vision and dedication are perfectly aligned with the mission of CMM Cares. I am confident that her guidance will bring fresh energy and impactful growth to the organization.”