Julia Vanzler is a managing director and private wealth advisor at SVB Private. She served as a managing director at Boston Private until 2021, when the company was acquired by SVB. She specializes in partnering with individuals and families to help manage and protect their assets and provides strategic, customized solutions to help maximize their current financial objectives while guiding them towards future success.
As a private wealth advisor, Julia works closely with colleagues and collaborates with clients’ external advisors to provide thoughtful advice on investments, retirement income, and philanthropic, estate and tax planning strategies. She’s passionate about educating clients and helping them feel prepared to make smart financial decisions.
Before joining Boston Private, Julia held roles as an internal business consultant, key account manager and relationship project manager at SEI, a company that delivers technology and investment solutions to the financial services industry.
Julia holds bachelor’s degrees in business and psychology from Lafayette College and an MBA from Villanova School of Business. She’s a member of the Financial Planning Association (FPA) and Boston Estate Planning Council (BEPC) and has been actively involved in local philanthropic activities including the MA Friends of the Red Cross. Recently, Julia was recognized as one of Forbes America’s Top Women Wealth Advisors (2021 & 2022) and one of Forbes Best-In-State Wealth Advisors (2022).
When not at work, Julia is happiest doing anything outdoors, whether it be hiking, biking, skiing or simply spending a day at the park with her family.
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