Julia Carreon

Session:

Fireside Chat

About:

 Julia has two decades of experience leading digital innovation in the wealth management space. Most recently she was the Head of Platform & Experiences for Citi Wealth, responsible for client and advisor tools. Prior to that, she was the Chief Digital Officer & Head of Fiduciary Operations for Wells Fargo’s Private Bank. She is recognized on Wall Street for her bold, often-prescient opinions on robo advisor, evolving consumer preference, and the industry’s responsibility to adapt for the next generation of investors. She’s passionate about building solutions that not only serve today’s clients, but also pave the way for the women, Gen Z, and future leaders who will inherit—and transform—the financial landscape. She began her career as a journalist. Julia lives in Austin, Texas with her husband, Chris, and three sons.