Julia Sze

Julia Sze manages client portfolios, develops investment strategies, conducts research and supports the firm's investment process. Julia has over twenty years of experience in the investment management field, with a specialization in emerging markets and alternative investments. Prior to joining Sonen, Julia managed large portfolios at Wells Fargo's Family Wealth Group for high net worth clients and foundations. Her personal interest in microfinance and impact investing contributed to the development of that firm's practice in the area. Previous experience includes launching and managing a long/short Asia Pacific hedge fund based in San Francisco, managing several award winning funds in Asia, global gold, Australia/New Zealand, as well as launching and co-managing the first Greater China fund in Hong Kong. Julia serves on the Investment Committee as well as the Board of Trustees of the Marin Community Foundation. She is an Advisory Board Member of the Global Social Venture competition at Haas School of Business. Julia holds a B.A. in Economics and an M.A. in East Asian Studies from Stanford University and is a Chartered Financial Analyst.