![Dan E. Julie](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Julie began his career with MEMBERS Capital Advisors in 1993 as an Investment Analyst in MEMBERS Capital Advisors’ Insurance Investment Group gaining nearly three years of fixed income private placement experience.
Prior to that he served nearly five years in public accounting.
Mr. Julie's educational background includes a Bachelors of Business Administration Degree in Finance and Accounting and a Masters of Science Degree in Finance from the University of Wisconsin - Madison.
Mr. Julie earned the Chartered Financial Analyst designation from the
Association of Investment Management and Research in 1996.
He is also a CPA and is a member of the Madison Investment Management Society, American Institute of Certified Public Accountants, and Wisconsin Institute of Certified Public Accountants.
Anciens postes connus de Dan E. Julie
| Sociétés | Poste | Fin |
|---|---|---|
MEMBERS Capital Advisors, Inc.
 MEMBERS Capital Advisors, Inc. Investment ManagersFinance MCA’s investment philosophy is centered on the belief that incremental value can be added through both security and sector selection, coupled with rigorous internal credit approval and underwriting processes. The firm aims to produce strong and consistent levels of risk-adjusted net investment income and competitive total returns through market cycles, while strictly controlling risk and protecting surplus. | Directeur de la Recherche - Actions | 30/10/2009 |
Formation de Dan E. Julie
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
54
Relations au 1er degré
2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
MEMBERS Capital Advisors, Inc.
MEMBERS Capital Advisors, Inc. Investment ManagersFinance MCA’s investment philosophy is centered on the belief that incremental value can be added through both security and sector selection, coupled with rigorous internal credit approval and underwriting processes. The firm aims to produce strong and consistent levels of risk-adjusted net investment income and competitive total returns through market cycles, while strictly controlling risk and protecting surplus. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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