Biography

Julie is a tax partner in the Ernst & Young LLP Wealth & Asset Management practice. She has over 21 years of professional services experience within the asset management industry. Julie focuses on tax consulting and compliance for hedge funds, private equity funds, fund of funds and related management companies.

Julie has extensive experience with funds ranging from small startups to large multibillion-dollar organizations and has dealt with a wide range of tax issues affecting the funds, including fund structuring; year-end tax planning; partnership allocations; and federal, state and international tax reporting requirements.

She has led global tax teams providing a full range of tax services to her clients and works closely with our national tax office professionals and tax teams around the world, keeping them working as a single team to provide consistent, responsive, high-quality service.

Julie serves as a member of the Ernst & Young LLP financial services tax technical committee. She speaks periodically at industry events on current issues impacting the asset management community and has codeveloped many pieces of our asset management thought leadership.

Julie has an extensive knowledge of the firm’s proprietary firm software used throughout the asset management tax compliance process. She develops and leads training courses for EY professionals within the wealth and asset management industry. She is also very involved with campus and experienced recruiting.

Julie has an MBA and a BS in Accounting and Finance from the University of Dayton. She is a CPA in Illinois and New York and is a member of the Illinois CPA Society and the American Institute of Certified Public Accountants.