Julie Ann M. Boles

Julie Ann M. Boles

Chief Compliance Officer, Schneider Downs Corporate Finance, LP

[email protected] | (412) 697-5225

Julie Ann is responsible for supporting transaction execution, business development and client service for Schneider Downs Corporate Finance's middle-market investment banking and real estate finance practices. Her activities focus on market research, compliance 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.

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

Certifications

  • FINRA Series 7
  • FINRA Series 24
  • FINRA Series 63 
  • Pennsylvania Insurance License

Education

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

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.

 

case studies

 
Let’s discuss preventing ransomware attacks on your company. Email me directly <a href='mailto:twarren@schneiderdowns.com?cc=contactSD@schneiderdowns.com'>here</a>.
big problem:
Let’s discuss preventing ransomware attacks on your company. Email me directly here.
big thinking:
Company impacted by ransomware.
 
Let’s discuss opportunities to reduce your company’s tax burden. Email me directly <a href='mailto:dmorally@schneiderdowns.com?cc=contactSD@schneiderdowns.com'>here</a>.
big problem:
Let’s discuss opportunities to reduce your company’s tax burden. Email me directly here.
big thinking:
Inefficient tax credit realization.

our thoughts on

What has COVID-19 taught us about our businesses processes?

Learn more about how businesses have adapted to address the challenges of working remotely through the coronavirus pandemic.

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Processes Under Pressure

Learn how Schneider Downs helps companies improve Business Process Optimization due to the technology impact frown COVID-19.

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The Value of Business Process Analysis in your Succession Plan

Learn more about how succession plans can help you to prepare for a smooth transition to ensure that changes do not affect normal operations.

read more >
contact us
Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

[email protected]
p:412.261.3644     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

[email protected]
p:614.621.4060     f:614.621.4062

Map of Washington Office
Washington, D.C.

1660 International Drive, Suite 600
McLean, VA 22102

[email protected]
p:571.380.9003

contact us