Meet Our Team

Julie Villena

Vice President

Julie Villena
Five Favorite Things

Ice Cream, Her Beagle-mix, Mookie, Shoes + Handbags, Blankets, and Dental Floss

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Julie Villena

Vice President

As Vice President, Julie leverages the considerable expertise she gained at J.P. Morgan and Bear Stearns. With more than 17 years of experience in the field of Wealth Management, her diversified skill set includes; operations development, data analysis, client relations, account management, and strategic thinking.

In her spare time, Julie enjoys cycling around the Bay Area with her husband eager to tackle the next big hill without bonking! When not on a bike, she considers shoe shopping a sport and her closet currently contains… well, too many pairs to count! Julie refuels with ice cream, specifically ube-pandan flavor, a Filipino specialty made from purple yam and pandan leaves.

She resides in San Francisco with her husband and her Beagle-mix, Mookie, who happens to be lighter than Berlioz, Megan’s cat!

Julie gives back to the community by volunteering at organizations that address basic human needs, i.e. food and shelter. She and her husband also support the local senior dog rescue, Muttville, and the SF SPCA.

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