Julie joined Congress Asset Management as an Operations Analyst in 2008. Upon receiving her MBA in 2014, she moved into the Compliance department. As the Compliance Manager, Julie’s responsibilities include administering the Code of Ethics Policy and offering Compliance support to employees who are Registered Representatives with FINRA. She also reviews marketing materials, conducts compliance testing, and provides compliance support for firm initiatives, such as the launch of several ETFs.

In her spare time, Julie enjoys spending time with her family.