Jullian Latocha
Relationship Manager
Department: Relationship Manager
Experience: Wealth management since 2021
Education: Bachelor of Arts from St. John Fisher University
Jullian supports David Germano and Stephen Howles with client servicing by completing operational and CRM tasks, as well as assisting in meetings preparing materials. Since joining the Modern Wealth team in February 2026, Jullian has continuously educated himself in the industry while striving to become an advisor.
He started his career working as an associate under a financial advisor at Northwestern Mutual in 2021. In 2023, he became a financial representative for Northwestern Mutual in a client-facing capacity. He has also obtained his life accident and health license.
Jullian has always been more interested in the wealth management side of financial planning. He is passionate about providing impact to clients and enjoys doing so alongside his colleagues at Modern Wealth. Modern Wealth’s culture and commitment to be a fiduciary are very important to Jullian.
Jullian is a very family-oriented person. He grew up in Syracuse, New York, with his parents and younger brother, and has mainly been lived in Rochester, New York since college. Jullian’s favorite memories of his family are their annual beach vacation trips, as well as hosting holidays every year.
Jullian’s favorite hobbies are golf, spending time with his friends and family, and cooking. He’s very interested in sports and is a big fan of Syracuse University and the New York Giants. Jullian started playing golf at the age of 5 and played on the varsity golf team for all four years of high school.