Julie Albright

Investor Member at Queen City Angels

Julie Albright, CFA, CFP®, is a seasoned financial professional with extensive experience in wealth management and financial advisory services. Currently an Investor Member at Queen City Angels since January 2019, Julie previously served as a Senior Wealth Advisor at Madison Wealth Management from 2017 to 2020, focusing on customized financial planning for high-net-worth clients. Julie's career includes leadership roles at Financial Engines, Harris myCFO, Inc., Charles Schwab, and T. Rowe Price, with expertise in product development, investment strategies, and client advisement. Julie holds an MBA in Finance, Strategy, and Entrepreneurship from Stanford University Graduate School of Business, a Bachelor's Degree in Math and Economics from Bowdoin College, and has attended The London School of Economics.

Location

Cincinnati, United States

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Queen City Angels

Founded in 2000, the Queen City Angels (QCA) is the first and oldest angel chapter in the region. We are comprised of more than 191 experienced accredited investors who provide funding, support, and guidance to early-stage growth companies in the Cincinnati area and surrounding region. QCA members, who are current and former entrepreneurs and business executives, draw on their operating and management experience to evaluate opportunities, make investments, and provide on-going mentoring to young ventures with exceptional growth potential. Since 2000, QCA members have directly invested more than $100 million in more than 100 young companies. Follow on capital raised by these companies has exceeded $800 million.


Employees

11-50

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