Julie Ann M. Boles

Analyst and Chief Compliance Officer – Schneider Downs Corporate Finance, LP

jboles@schneiderdowns.com | (412) 697-5225

Julie Ann is responsible for the maintenance and development of Schneider Downs Corporate Finance’s compliance programs, as well as supporting transaction execution, business development and client service for its real estate investment banking practice. Her activities focus on compliance, market research, 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.

Professional Licenses

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

Education

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

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

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.

Learn how we’ve Solved Big Problems For our clients

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Big Thinking: Restore System On-site And Avoid Six-figure Ransom.

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Big Problem: Inefficient Tax Credit Realization.

Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.

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