Julie Varga

Vice President, Product and Investments

Julie Varga is a lead solution specialist for investments and products within the retirement solutions group. She is responsible for working with a team of investment, client service, and sales professionals to develop business and client strategy in the defined contribution plan sponsor marketplace. She works as a subject matter expert by providing direction to clients regarding all workplace solutions.
In her previous role as Vice President of Product Management, Varga managed the custom target date solutions and the Morningstar Lifetime Index Funds, a series of collective investment trusts based on the Morningstar target date indexes. She worked closely with business leaders, investment professionals, sales, and marketing to address the needs of the industry and clients in supporting the funds.
Prior to that, Varga was Director of Client Solutions, responsible for managing strategic client relationships within the retirement solutions group of the Morningstar Investment Management group. She focused on broadening key relationships, developing customized solutions for clients and strategic planning based on the needs of the marketplace.
Varga holds a bachelor’s degree in mathematical economics from the University of Michigan.