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.

 

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?

If you’re like the employees of Schneider Downs, you haven’t seen the inside of your office since mid-March. The first few weeks of work from

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Processes Under Pressure

COVID-19 has impacted work environments in ways never imagined. Teams, offices – even entire companies – have shifted to working from home.

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The Value of Business Process Analysis in your Succession Plan

Are you planning to exit your business in the next 5-10 years? Have you thought about succession plans for your business? Large companies typically incorporate

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