Julie Chariell

Julie leads the Fintech practice at ICR, where she brings more than 20 years of experience as a technology sell-side analyst, and more than three as an S&P 500 Fintech company Investor Relations Officer. She advises both public and private companies on their messaging and engagement with analysts and investors, helping clients build strong relationships, execute successful capital markets transactions, and maximize shareholder value. Her high-touch practice is built around vast experience, data-driven decisioning, and the latest market and industry intelligence.

Prior to joining ICR in 2025, Julie was Head of Investor Relations at Fiserv, a leading Fintech company, where she was instrumental in formulating and communicating a new narrative and reporting approach. Her work broadened the investor base and helped drive the shares up over 150% percent in her three years at the firm, prior to changes in the C-Suite. She was ranked the #1 Investor Relations Officer in the Extel (f.k.a. Institutional Investor) All-American Executive Team poll of analysts and investors, where she was also recognized for the top Investor Relations team, program and investor event. 

Before she was an IRO, Julie was an equity research (sell-side) analyst for more than 20 years at Morgan Stanley and Bloomberg. She covered global fintech and IT services companies, as well as e-commerce, fintech and retail companies in Latin America. At Morgan Stanley, she also worked with many pre-IPO companies to set their narratives, models and reporting metrics, and prepare for investor engagement.

Julie earned her undergraduate degree at Rutgers College, and her M.B.A. at Columbia University, Columbia Business School.