Julie is a Partner and Chief Marketing Officer of Corient and CI Financial. She is responsible for all aspects of global branding and communications. She joined the firm in 2020. Prior to CI, Julie served as CMO at WisdomTree Investments for 14 years building the company’s brand from a start up to a leading global ETF firm. Prior to that she was a Senior Vice President at Bank of America (BAC) overseeing marketing for their Private Bank, then the largest in the country. Before BAC, Julie held senior marketing roles at Citigroup and Fidelity. She is a graduate of New York University.
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Corient
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Corient combines the service, creativity, and objective advice of a boutique with the power of experienced advisors, extensive capabilities, and custom-built strategies to create a differentiated wealth experience. Corient is one of the largest integrated RIAs in the United States—with advisors across the country who have knowledge spanning the full spectrum of planning, investing, and money management disciplines. And, as fee-only fiduciaries, we are duty-bound to put you first.