Julia Ortenzioage 33

Branch manager, Ameriprise Financial

I am a Leader

40 Under 40
40 Under 40

I am a Leader

40 Under 40

I am a Trailblazer

Trail Blazers

I am an Entrepreneur

40 Under 40

I am a Visionary

40 Under 40

I am an Idealist

40 Under 40

Meet the Leaders

Whether in their own firms or in their communities, these young people are leading the charge toward innovation in financial planning, bringing new opportunities to advisers and clients alike. Here, they share the best leadership advice they’ve received in their careers.

Meet the Trailblazers

This group doesn’t subscribe to groupthink. They are spearheading new ways of practicing and delivering financial advice — in some cases reaching populations previously considered unprofitable to serve. We ask them about the most unique and unusual ideas they’ve had.

Meet the Entrepreneurs

In addition to helping clients reach their financial goals, some in the advice industry face the challenge of running a business or a team. Others have started companies to support this pursuit. These young people are flourishing amid the balancing act — and some got an early start.

Meet the Visionaries

It’s not about what is, but what will be — and what can be — the future of the financial planning industry for this group of forward-looking advisers, educators and executives. Their insights pull the rest of the profession into the next stratum.

Meet the Idealists

Life experiences shape our ideals, especially for these young professionals who see challenges in the advice industry and the world — and set out to meet them. They also have words of wisdom for the next generation.

About Julia

Julia Ortenzio saw a need for female financial advisers in the Boston area to come together to help advance each other's careers, and began to assemble the group the same way many financial advisers get their first clients.

"I cold called them right out of the blue," Ms. Ortenzio said.

The Women's Advisor Network of Greater Boston met for the first time in March 2013, with 17 in attendance. Now the organization includes about 100 advisers.

"It has exploded," Ms. Ortenzio said. "It's grown through word of mouth and is still growing."

The group is popular because it gives women, who are vastly outnumbered by men in the advisory business, a place to learn about practice management, business development — and even golf — while being surrounded by colleagues who understand the challenges they face.

"Women in this business a lot of times [are] talented but not respected," Ms. Ortenzio said. "When you feel connected, you also feel empowered ... and valued."

And Ms. Ortenzio delivers value to Ameriprise Financial as a branch manager. In her first year in the position, 2013, she ranked fourth out of 120 branch managers, hitting 127% of the site's revenue goal and leading her 14 advisers to an average 40% year-over-year revenue growth.

She attributes her success to an intense focus on fundamentals, such as client acquisition and development, and also her emphasis on what individual advisers want to achieve.

"I care a lot about the advisers I lead," Ms. Ortenzio said. "A lot of people have lost the caring gene. I hope that people remember that I put their goals ahead of mine."

— Mark Schoeff Jr.

Next Profile

  • Wade Pfau

    Professor of retirement income, The American College

Fast Facts

  • Grew up all over the country as an "Army brat"
  • Played on the women's ice hockey team at the University of Wisconsin
  • Academic degrees include: master's in sports management, bachelor's in journalism and German

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