I like being someone clients can call to help solve their problems. Even if I don’t have the answer, it’s important to me to help them get to the person who does.
Julie Ann serves as a Client Service Specialist on our operations team and is based in the Pittsburgh, PA office. Working in financial services in New York City and Pittsburgh since 2011, Julie Ann has developed expertise in client service, recordkeeping, and compliance. Julie Ann has worn various hats since joining Schneider Downs in 2013, including working in M&A advisory, real estate capital markets, compliance, and investor relations. She is very excited to bring her experience and enthusiasm for problem-solving to the Schneider Downs Wealth Management team.
Julie Ann lives in the South Hills of Pittsburgh with her husband, two children, and three cats. She enjoys theatre, volunteering at her children’s schools and activities, and walking the trails near her house.
B.A. in Theatre and English – University of Richmond
MFA – The Ohio State University
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