ClearView Fiduciary Alliance adds Member Services Coordinator

ClearView Fiduciary Alliance is pleased to announce that Julie McGlothlin will be joining ClearView by KDI, LLC in the role of Member Services Coordinator in the coming days. Julie is a seasoned professional with more than 20 years of experience in the investment industry. For 16 of those years, she worked directly with ClearView’s CEO, Larry Coats at a predecessor firm. 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 our prior firm’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 will be focused on servicing the Alliance Members as ClearView exits the beta phase of its development and works to expand its relationships with foundations, endowments and not-for-profit organizations. Julie lives in Hillsborough, NC with her husband, Larry. She enjoys spending time with her grandson, Jaxon and singing in her church choir.