Julie Ann M. Boles

Analyst and Chief Compliance Officer – Schneider Downs Corporate Finance, LP

jboles@schneiderdowns.com | (412) 697-5225

Julie Ann is responsible for the maintenance and development of Schneider Downs Corporate Finance’s compliance programs, as well as supporting transaction execution, business development and client service for its real estate investment banking practice. Her activities focus on compliance, market research, and investor relations. Julie Ann joined Schneider Downs in 2013 and Schneider Downs Corporate Finance in 2017. Prior, she worked at a real estate-focused hedge fund in New York City.

Professional Licenses

  • FINRA Series 7, Series 24 and Series 63 Securities Licenses
  • Pennsylvania Insurance License

Education

  • M.F.A.- The Ohio State University
  • B.A.- Theatre and English, University of Richmond

Schneider Downs Corporate Finance, LP is a registered broker/dealer Member FINRA/SIPC

About Schneider Downs Corporate Finance

Schneider Downs Corporate Finance is a leading, full-service investment banking, corporate finance and strategic advisory firm serving the needs of mid-market and small companies. With close to 100 combined years of financial transaction and executive management experience across a broad spectrum of industries and client situations, our focus is to provide premier advisory services in the areas of company sales and divestitures, acquisitions, fund-raising and strategic advisory.

Schneider Downs Corporate Finance, LP is a registered broker/dealer.
Member FINRA/SIPC.

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FEATURED

Big Problem: A Global Company Needing Better Internal Controls.


Big Thinking: A Network Of Professionals To Implement Best Practices.

Shareholder JIM YARD is Schneider Downs’ practice leader for our Risk Advisory Services Department. Jim specializes in providing risk management, internal audit, and internal control consulting services.
 One of our clients was a large consumer markets company with a global footprint. We learned that the company wanted to improve overall corporate governance and internal controls. Jim’s team was called upon to help with an evaluation since leadership at the company realized the need for a firm with international experience in multiple countries and languages. With the assistance of country-specific resources through Prime Global - one of the largest associations of independent public accounting firms in the world - and a consistent core team based in Pittsburgh, we have been able to provide the expertise necessary to develop and assist the company in building and establishing a global internal audit function, and bringing best practices across their global operations and core processes. “By accessing industry expertise, assessing risk and pulling in subject matter and international specialists, we were able to direct the company’s plans to implement best practices, mitigate risks, standardize their processes and create efficiencies throughout its operations and business units,” Jim said. “The client has recognized the success of this partnership and has gone on to award us other projects including on-going international location reviews, various operational and process reviews, systems implementation/migration, and fraud investigations.” Schneider Downs provides Big Thinking and Personal focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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