Julia Valentine
Julia brings executive leadership experience from JPMorgan Chase, D.E. Shaw, and Mousse Partners, one of the world's largest family offices. With over 20 years of experience in wealth management and FinTech, she leads Vertex with a vision for innovative solutions tailored to high-net-worth families.
About
Julia Valentine is a distinguished leader in the wealth management industry with over two decades of experience at prestigious financial institutions. Her career highlights include executive roles at JPMorgan Chase, D.E. Shaw, and Mousse Partners, where she developed and implemented strategic initiatives that transformed portfolio management practices. Under her leadership, various products she launched generated annual revenues exceeding $70M, demonstrating her ability to drive substantial business growth while maintaining exceptional service quality.
Education
MBA
Harvard Business School (2005)
BS in Finance
Wharton School, University of Pennsylvania (1999)
Areas of Expertise
- Wealth Management Strategy
- FinTech Innovation
- Portfolio Optimization
- Family Office Operations