Julie Cooling

Julie Cooling has over 25 years of experience in the financial services industry. Julie began their career in 1994 as an Associate at SEI Investments. In 1995 they moved on to Montgomery Asset Management as a Salesperson. Julie then became a Product Developer at Reflow, LLC in 1998. That same year, they took a position as National Accounts, Sales at Webster Investment Management / Forward Funds. In 2001, they became a Consultant at Giving Capital. In 2005, they founded and became CEO of RIA Database, the leading provider of financial advisor data and software. Finally, in 2006, they founded and became CEO of RIA Channel.

Julie Cooling attended North Hunterdon High School in Clinton, NJ before graduating with a Bachelor of Arts (BA) in Economics & Finance from Bucknell University in 1994.