Partner, Co-Manager of the Minneapolis Office612.656.2822
Julie is a partner and wealth advisor at Evercore Wealth Management, responsible for delivering comprehensive, multi-generational wealth management and planning advice to the firm's clients in the Midwest. Julie is also the co-manager of the Midwest office. She has 27 years of experience in financial services that include working with high net worth individual and family clients throughout the region.
Prior to joining Evercore Wealth Management, Julie was a financial principal and the chief financial officer at Lowry Hill where she managed family relationships and provided financial strategy and oversight for the firm. Earlier in her career, she worked as a senior tax manager at KPMG where she specialized in tax services for corporations, partnerships and executives. Julie began her career at Arthur Andersen.
Julie received a bachelor's degree with concentrations in accounting and finance from the Oklahoma State University and a master's degree in taxation from the University of Minnesota Carlson School of Management. Julie has been active in many community organizations and is currently a member of the Minneapolis Foundation Advisor Committee and a partner with Social Venture Partners Minnesota. In September 2013, she was named one of the top women in finance by the Minnesota publication Finance & Commerce.