Compliance Manager, IACCP®, AAMS®
Julie oversees the compliance functions of the firm. Prior to joining the firm in 2021, she was a Senior Compliance Director at Duff & Phelps Investment Management. She earned her BBA from Robert Morris University and her MBA from Roosevelt University. Julie has earned the Investment Adviser Certified Compliance Professional® (IACCP®) designation as well as the Accredited Asset Management Specialist (AAMS®) designation awarded by the College for Financial Planning. In her free time, she enjoys playing golf and fishing with her family.