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


  • 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.


Our Thoughts On


Big Problem: Incorrect Accounting Methods

Big Thinking: Seven Figure Tax Savings.

Shareholder GENNARO DIBELLO has widespread experience in all areas of tax and business planning associated with closely held companies, and he's been with Schneider Downs since 1987.
During a routine review of one of our client's operations, Gennaro's team identified something that wasn't very routine at all. They discovered that the client was using multiple incorrect methods and calculations for computing tax depreciation for their fixed assets. Gennaro met the client to discuss the issue, presented a solution to correct the problem, quantified the results, and implemented the changes resulting in a favorable adjustment of nearly $4.5 million. Gennaro's expertise and eye for detail was critical in helping this client fix a problem they didn't even realize that they had. "We're good at identifying opportunities or exposures that aren't on our clients' radars," Gennaro said. "It's not necessarily what we were originally retained to do, but while we're executing our engagements, we're always looking for new ways to help our clients and minimize their tax burden." 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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