Julia Chu is a Director in the Wealth Planning Group within the Private Banking North America business of Credit Suisse Securities (USA) LLC ("CSSU"), based in New York.
She is a wealth strategist and Head of Philanthropy for Private Banking North America. She previously served at the National Endowment for the Arts' Literature Program, and in the Foundation Relations and Planned Giving offices of the New York University School of Law and the Fashion Institute of Technology. During this time, Ms. Chu authored the gift acceptance policy, and guided the institutions on matters related to its tax-exempt status.
Ms. Chu has also co-authored a checklist of best practices for charities while serving on the New York City Bar committee on non-profit organizations. She currently serves on the New York City Bar committee on Art Law and on the audit and development committees of the Brooklyn Arts Council board of directors.
Ms. Chu received her B.A. from Cornell University, an LL.M. in Taxation from NYU School of Law, and a J.D. from Boston University.
The term "Credit Suisse" is the global marketing brand name for the investment banking, asset management and private banking services offered by Credit Suisse Group subsidiaries and affiliates worldwide. Each legal entity in Credit Suisse Group is subject to distinct regulatory requirements and certain products and services may not be available in all jurisdictions or to all client types. There is no intention to offer products and services in countries or jurisdictions where such offer would be unlawful under the relevant domestic law. Private Banking North America is a business in CSSU. CSSU is a US registered broker dealer and investment adviser. CSSU and the Private Banking North America business in CSSU each is not a chartered bank, trust company or depository institution. It is not authorized to accept deposits or provide corporate trust services and it is not licensed or regulated by any state or federal banking authority.