As director of research and a portfolio manager, Julie conducts economic and credit research to support investment and risk management decision-making for municipal and investment grade corporate securities. She analyzes individual credits, portfolio credit risks, liquidity profiles, and relative value opportunities and helps the investment team source impact investment opportunities.
Julie joined CCM from Evergreen Asset Management Corporation, Wachovia’s asset management arm and currently Wells Cap, where she was a director and senior municipal research Analyst. Prior to Evergreen, she was a senior municipal research analyst for John Nuveen & Company, Inc. in Chicago with earlier experience including stints at Banc One Investment Advisors, Nationwide Life Insurance Company and National City Bank. Julie has been a consistent nominee for Smith’s Research and Gradings All-Star Awards over her career including being elected multiple times to the All-Star First Team and the All-Star Second Team. Most recently, she won the Smith’s Housing Award (First Team) for 2020. Julie served on the Board of the National Federation of Municipal Analysts, chairing the Board in 2017. She previously served as President for the Southern Municipal Finance Society from 2008 to 2010 and 2012. Julie received her B.B.A. in Finance from Kent State University and an M.B.A from Case Western Reserve University.