Julie works closely with both the operations and investment teams to provide support for a broad array of portfolio management needs. Her responsibilities include investment allocation as well as processing equity and fixed income trades.
Prior to joining MAP, Julie spent over 13 years with H&R Block Financial Advisors and OLDE Discount Corporation. She served as senior sales trader and manager of the Securities Lending Department, before taking on the role of Assistant Treasurer. She held her Series 7, 63 and 27 licenses.
Julie earned a Bachelor’s degree in Finance from Michigan State University, and is a Registered Investment Advisor Representative.