Julie Ann M. Boles

Analyst, Schneider Downs Corporate Finance, LP

CONTACT: jboles@schneiderdowns.com - (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

Professional Licenses

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

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

 

case studies

 
Ransomware attack halted a global manufacturer's operations.
big problem:
Ransomware attack halted a global manufacturer's operations.
big thinking:
Recover and secure the system – fast – save $1 million in ransom.
 
High tax burden for family-owned franchisor.
big problem:
High tax burden for family-owned franchisor.
big thinking:
Comprehensive planning for a 15% tax reduction.

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 >

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contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

contactsd@schneiderdowns.com
p:412.261.3644     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

contactsd@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Washington Office
Washington, D.C.

1660 International Drive, Suite 600
McLean, VA 22102

contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

contactsd@schneiderdowns.com
p: 412.261.3644     f: 412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

contactsd@schneiderdowns.com
p: 614.621.4060     f: 614.621.4062

Map of DC Office
Washington, D.C.

1660 International Drive
McLean, VA 22102