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

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

our thoughts on

Department of Labor Announces Rule to Strengthen Retirement Security for Millions Employed in Small and Mid-Sized Businesses

Citing a 2018 report by the U.S. Bureau of Labor Statistics that approximately 38 million private sector employees in the United States lack access to

read more >

Application to Receive Funding for On-Road and Class 8 Fleet Vehicle Projects in Pennsylvania Now Available!

As you know from our previous articles (Volkswagen Environmental Mitigation Trust Fund), Volkswagen is obligated to fund various environmental trusts for

read more >

Financial Fitness: Setting SMART Goals

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Happy New Year! As the calendar flips and a New

read more >

Good News Regarding Excess Business Losses For Your Pass-Through Construction Business

If you own a construction business, you know all too well that one or more bad contracts can make or break the financial results for the year. If you were

read more >

Financial Fitness - Are my personal finances on the right track?

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. This is a frequently asked question by my clients

read more >

Have a question? Ask us!

We’d love to hear from you. Drop us a note, and we’ll respond to you as quickly as possible.

Ask us

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