Julie helps establish, implement and lead strategic operations plans. She works to enhance operational proficiencies and drive effective business initiatives to improve revenue and earnings growth. Prior to joining the firm in 2020, Julie was Partner and Managing Director of Wealth Management at RMB Capital Management, LLC. Previous to that, she was a Senior Managing Director and served on the Management Committee and Board of Directors at Mesirow Financial Holdings. Julie received her Bachelor of Science in Marketing from Northern Illinois University and earned her MBA from Northwestern University Kellogg Graduate School of Management. Julie serves on the La Rabida Board of Trustees and is a member of The Chicago Network. In her free time, you can find Julie spending time with family, trying new restaurants and traveling.
