Julie is a seasoned professional of more than 20 years of experience in the investment industry. For 16 of those years, she worked directly with ClearView’s CEO at Oak Value Capital Management, Inc. and RS Investments, LLC. Julie brings a unique set of skills and experiences to ClearView. She has managed a client accounting and servicing team and managed the investment performance reporting for more than 600 client portfolios (including an SEC-Registered mutual fund). Additionally, she was responsible for Oak Value’s compliance with Global Investment Performance Standards (GIPS®) and for implementing and monitoring the firm’s policy for the internal preparation, presentation, review and approval of all performance information disseminated to the firm’s individual clients and its external performance auditors. In recent years, Julie was the Marketing and Member Services Coordinator for the Advent Users Group(AUG), a national membership organization of more than 325 registered investment advisers. In the role of Member Services Coordinator with ClearView, Julie is responsible for day-to-day servicing of the Alliance Members. She lives in Hillsborough, NC with her husband (Larry) and enjoys spending time with her grandson (Jaxon) and singing in her church choir.