Julie is responsible for managing all aspects of the Foundation’s investment operation. She reports to the President/CEO, Mike Knetter and works closely with the Investment Committee. Julie joined the Foundation in 2013 after a combined 30 years as an equity portfolio manager with OppenheimerFunds, Deutsche Asset Management and Mason Street Advisors (Northwestern Mutual Life), managing top-rated mutual funds and institutional funds.
Julie holds a BBA and an MBA in finance, investments and banking from the University of Wisconsin-Madison. She is an alumna of the well-recognized Applied Securities Analysis Program at Wisconsin and holds the Chartered Financial Analyst (CFA) designation.