Head of Ultra High Net Worth Business Development, Morgan Stanley Private Wealth Management
Julia Yue is an Executive Director and the Head of Ultra High Net Worth Business Development within Morgan Stanley Private Wealth Management. She is responsible for developing and executing the ultra high net worth client segmentation and client engagement strategy across the Private Wealth Management portfolio of specialty businesses, including International Wealth Management and Family Office Resources. In this role, she focuses on client insights and innovation to drive client retention and acquisition. This includes differentiating the brand through marketing, content development and digital channels, and creating a consistent client experience.
Julia has over 20 years of experience in marketing strategy in the wealth management industry. Previously, she spent eight years at Credit Suisse Private Bank in New York and Hong Kong. Julia also has previous experience at Citi Private Bank and JP Morgan Private Bank.
Julia graduated Phi Beta Kappa from University of Maryland with a bachelor’s degree in market- ing and international business and summa cum laude from Fordham with an MBA in marketing. She is an active board member of FLYTE (Foundation for Learning and Youth Travel Education) and served as Vice Chair on the board of Global Language Project. She also serves as Co-Chair of Morgan Stanley Women in Wealth. Julia is from Southampton, England, and lives in New York with her husband and twin nine year olds.