Great Gray Trust Company
Julie Wimer currently serves as the Head of Product and Relationship Management at Great Gray Trust Company, a position held since April 2023. Prior to this role, Julie was the Institutional Business Line Leader for the Collective Investment Trust Business at Wilmington Trust from July 2021 to April 2023. Julie has extensive experience in the retirement sector, having worked as Managing Director for Defined Contribution Business Development at AllianceBernstein from February 2012 to July 2021 and in various roles related to retirement product management at OppenheimerFunds from 2001 to 2012. Julie’s career began at Prudential Financial, where responsibilities included Associate Product Manager and Client Transition Manager for retirement plans. Julie earned a Bachelor of Science degree in Business Management from Ithaca College between 1993 and 1997.
This person is not in any teams
Great Gray Trust Company
Great Gray is a leader in the collective investment trust (CIT) market with over $143 billion in collective investment fund assets, across funds managed by 70+ sub-advisors and maintains trading agreements with 40 trading platforms that access 200+ recordkeepers as of 9/30/23. We offer CITs across platforms representing most investment style categories including target-date and hard-asset funds. CITs are listed on NASDAQ and are valued daily; in fact, our President & CEO, Rob Barnett, was the first to enhance CIT transparency by listing 625+ searchable tickers through the Nasdaq Fund Network (NFN). Our legacy originated with Great Gray's predecessor (Wilmington Trust), a venerable institution steeped in fiduciary heritage. This foundation enabled us to be laser-focused on the future of CITs, while delivering industry-leading solutions and service as Great Gray. Innovation drives us. While fiduciary strength and expertise is in our DNA, it is our technological strength and innovative thinking that differentiates us from the rest. We take pride in being pioneers in the industry showcasing first-of-its-kind technological advances, such as boardingpass™, an innovative solution for streamlining CIT onboarding. Great Gray is focused on taking a modernized and fresh approach to developing innovative solutions for our clients that drive results. In fact, the great gray owl itself was meticulously selected to align with our organization — resilient, powerful, stable, decisive, a bit enigmatic, and a stronghold in the wild.