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 and Series 63 Securities Licenses
  • Pennsylvania Insurance License

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