Julie Ann M. Boles

CONTACT

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.

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Energy & Resources

FEATURED

Big Problem: A Not-for-profit Client Out Of 401(k) Compliance.

Big Thinking: Allowing More Contributions By Highly Paid Employees.

Shareholder JASON LUMPKIN serves as a Practice Unit Leader for SDAdvantage Retirement Solutions. He has more than 17 years of qualified retirement plan experience, primarily serving middle market, closely held businesses. His background includes plan design, documentation reporting, participant education, and ongoing administration for defined contribution plans, including employee stock ownership plans.

While working with one of our non profit clients, Jason’s team discovered that the organization was failing non-discrimination testing due to poor 401(k) participation among its employees. To address the issue, we recommended the implementation of a second retirement plan, a 403(b) plan, that would cover only the highly paid employees, allowing them to contribute the maximum amounts without concern for the limits imposed by the 401(k) plan’s non-discrimination testing. “These top employees were no longer constrained by the limits of the 401(k) plan testing results,” Jason said. “Plus, the organization no longer had to be concerned about the non-discrimination test. We also avoided implementing a “safe harbor” design in the 401(k) plan, which can result in costly employer contributions and vesting provisions that favor short-term employees.” Schneider Downs provides Big Thinking and Personal focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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Office Locations

One PPG Place,
Suite 1700
Pittsburgh, PA 15222

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412.261.4876

65 East State Street,
Suite 2000
Columbus, OH 43215

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614.621.4062

Metropolitan Washington

1660 International Drive
McLean, VA 22102

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Links

Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and business advisory services to public and private companies, not-for-profit organizations and global companies. We also offer Internal Audit; Technology Consulting; Software Solutions; Personal Financial Services; Retirement Plan Solutions and Corporate Finance Services. Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.

© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.