Chief Compliance & Operations Officer
Julie brings to Cardan more than 25 years of experience in senior-level operations management in the financial services industry. She has worked for independent advisory firms, institutional equity management, large brokerages and private investment sponsors. She has developed rich experience in operations management, compliance oversight, strategic organizational management and marketing throughout the investment industry.
For Cardan, Julie oversees and manages regulatory compliance and firm operations. She also assists in human resources and business management oversight.
Julie is a Colorado native with a master’s degree in marketing from the University of Colorado Denver and a bachelor’s degree in finance from Arizona State University. She is a passionate advocate for children’s physical and mental health and has served on the board for Karis Community, a transitional living community for people recovering from serious and persistent mental illness.
When she is not in the office, Julie enjoys looking up a new recipe to cook or a new trail to hike with her husband and their two daughters.