Julianne Rotondo - Client Manager

Julianne manages administrative operations in our Needham Office. In addition to her duties in the office, she's the client service liaison to our business partner and financial advisor at IFP, Cassidy C. King, CRPC®, AWMA.

A native Rhode Islander, she holds a B.A. in Dance & Psychology from Roger Williams University. Prior to joining TDA, she spent years teaching and engaging in somatic study paralleled with high volume hospitality/customer service roles. This helped harness her skills in project management, communication, training, and development.

Her philanthropic experience is highlighted by her role as volunteer secretary for the LivForYou Foundation, a 501(C)(3) non-profit organization dedicated to supplying scholarship aid to young creatives.

When Julianne isn’t working, you can find her planning her next adventure!