FEG Investment Advisors
Julie Thomas has over 30 years of work experience in various roles. Julie is currently an Independent Director at Total Fund Solution, where they collaborate with U.S. organizations to provide proactive distribution services. Prior to this, Julie served as the Chief Compliance Officer at Fund Evaluation Group, LLC starting in 2015. From 2006 to 2015, they worked at Ohio National Financial Services as the Vice President, Deputy Chief Compliance Officer, and Chief Compliance Officer for Funds. Earlier in their career, Julie held positions at Great American Life Insurance Co. as the Director of Administrative Development, Manhattan National Life Insurance Company as the Director of Accounting Services, and KPMG as a Senior Accountant.
Julie Thomas attended the University of Cincinnati Carl H. Lindner College of Business from 1987 to 1990, where they obtained a Bachelor of Science (BS) degree in Accounting. Julie has also obtained several certifications throughout their career, including the Corporate Compliance and Ethics Professional certification from the Society of Corporate Compliance and Ethics (SCCE) in October 2014. Julie is also a Certified Public Accountant, as certified by the Accountancy Board of Ohio. Additionally, they hold the Investment Adviser Certified Compliance Professional certification from NRS. Although it is not specified, Julie is likely pursuing or has obtained the Series 24 and Series 7 certifications, with the latter being issued by FINRA.
FEG Investment Advisors
FEG is an independently-owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients, such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices. FEG employs over 125 professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $70 billion* in client assets under advisement. Founded in 1988, FEG has served the community, both directly and by helping our clients fulfill their missions, for over 35 years. *FEG is also known as Fund Evaluation Group, LLC. For full disclosures, visit: www.feg.com/disclosures The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services. LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn's privacy, security, or terms of use policies that control this service, nor their content, software or tools (or those of any third party's) that are available through links from this page. You use any third-party site/media, software, and materials at your own risk.