Julia is Managing Director of Business Development at Schwab Charitable, serving financial advisors, family offices, non-profits and donor communities nationwide. She has provided charitable planning consultation to wealth management professionals and their clients since 2005. Julia is a subject matter expert on all aspects of effective philanthropy, including complex gifts, legacy planning, and social impact strategy. She has spent more than 20 years in the financial services industry, working on two security exchanges before transitioning to private wealth management. Julia joined the Board in 2021 and is native to San Francisco where she still lives with her family.