Julie has more than 15 years of experience in the investment industry. Julie currently provides back and middle office support to the Investment & Client Relationship Teams and ancillary support to the Accounting Team. She is responsible for a variety of tasks including on-going contact with outside investment managers, processing investment related documents and monitoring transactions in the investment portfolios. Previously, she held roles providing investment support for portfolio managers and clients, as well as marketing support updating pitch books and fact sheets.

Julie earned her BBA degree in Marketing from the University of Minnesota, Duluth.