Dr. Jamie Traeger-Muney
Founder & Chief Visionary Officer
Dr. Jamie Traeger-Muney specializes in the emotional impact of wealth on inheritors, women, and couples.
She has revolutionized the conversation of wealth and worth by providing an opportunity to openly discuss the roles money plays in her client’s lives, enabling them to be passionately engaged in the world and to lead a rich life. She works with multi-generational families, helping them to concretize their values, develop a vision for their future, and create sound governance structures.
Jamie’s personal experience as an owner of a family business and board member of her family foundation, combined with her theoretical and practical expertise in wealth psychology, has given her a unique sensitivity to issues surrounding the inter-generational family dynamics of affluence.
Jamie is an engaging speaker, whose presentations are insightful and inspiring. She has been featured in major media outlets such as: WSJ, BBC, Bloomberg Business Week, and Town & Country Magazine. Based on research done with 4th generation family enterprises, Jamie co-authored, Social Impact in 100-Year Family Businesses: How Family Values Drive Sustainability through Philanthropy, Impact Investing, and CSR as well as part of Borrowed From Your Grandchildren.
Jamie also has the distinction of being the first psychologist ever to be hired as an employee of a bank, to work with their clients. She worked as a Family Wealth Consultant for Wells Fargo’s Family Wealth Group, a multi-family office platform serving families with $50 million and above in investable assets.
Jamie has been married for over 25 years and has two children. She believes strongly in a need to give back to her community, offering pro bono expertise to nonprofit agencies and serving on several community boards.