Managing Director – Sales and Business Analytics

Julie Holton manages the Internal Sales Desk for Swan Global Investments and partners with the external wholesalers to make sure our clients receive superior service.

Prior to joining Swan, Julie spent almost three decades at UBS Financial Services, Inc. and its predecessor firms: Paine Weber, J. C. Bradford & Co. and Essex Company.  With roles ranging from municipal bond trading, sales desk consultant, Complex Sales Manager, Assistant Complex Manager and Branch Manager, Julie’s ability to think like the advisor directly benefits our goal of helping advisors help their clients.