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Leadership

Julie Cane

CEO, Managing Partner

Julie Cane’s 20+ year background in financial services includes developing market leading innovations at Wells Fargo, Charles Schwab Advisor Services, SEI Investments and Autodesk Ventures.

In 2002, Julie developed the Wells Fargo Private Bank’s first high net worth and segmentation strategies resulting in more than a 100% increase in the division’s profits during the next three years. At SEI Investments, she launched and marketed eleven new mutual funds and led the conversion of $500 million in common trust funds to private- label public mutual funds.

Julie began her career as a U.S. Naval Aviator flying the SH-3 Sea King helicopter. Julie is the Chairman of the Board of Swords to Plowshares, a nonprofit helping 3,000+ military veterans, and she currently serves as a Captain in the California State Guard supporting the 129th Rescue Wing at Moffett Field.

She holds a BA from the University of Virginia and an MBA from the Anderson School at UCLA.

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