Julie Alberti Recognized in Women Who Lead 2025

Women Who Lead

We are pleased to share that Julie Alberti has been recognized by Long Island Business News in celebration of International Women’s Day and Women’s History Month, which highlights the extraordinary women leaders shaping the future of Long Island organizations.

What key resources have you sought out to help you lead your organization?

Throughout my career, I’ve cultivated an extensive network of experts and colleagues who serve as invaluable resources in navigating leadership challenges. This professional ecosystem, combined with my commitment to continuous learning through industry thought leaders, podcasts, and seminars, keeps me informed about emerging trends in both wealth management and the nonprofit sector. My most powerful resource isn’t external at all—it’s the practice of intentional listening. By truly hearing my team members, clients, and the broader community, I gain insights that no leadership book could provide. This listening stance reveals the authentic environment in which we operate, allowing me to lead with greater awareness and respond to genuine needs rather than assumptions.

What valuable career lessons would you like to share with others?

The art of attentive listening transforms professional relationships. When people feel truly heard, they reveal not just their surface thoughts but their deeper concerns and aspirations. I’ve witnessed this especially with women in wealth management settings, where creating safe spaces for financial conversations can unlock previously unvoiced concerns and goals. Beyond listening, I’ve learned that leading with humility and extending kindness creates an environment where innovation flourishes. We often find ourselves in unnecessary battles when grace would serve better remembering that everyone is simply doing their best with the resources they have at that moment. What ultimately matters isn’t perfection but persistence: showing up daily, embracing the struggle, and continuing to push forward. This commitment to growth, coupled with creating judgment-free spaces, has been the foundation of my leadership approach.

What is one quote or phrase that you refer to when you need inspiration?

Hemingway’s wisdom: ”When people talk, listen completely. Most people never listen,” serves as my daily reminder of the revolutionary power in true listening. In our fast-paced world where speaking often outpaces hearing, the simple act of complete attention has become rare and precious. This principle proves especially vital in financial services, where clients’ unspoken concerns frequently hold the key to their financial well-being. When I find myself rushing to solutions, this quote centers me back to what matters most: creating space where others can be fully heard, understood, and valued—the essential foundation for meaningful change.

Read the full article here.

CMM Cares on Facebook