Julie M. Gerend Senior Vice President – Institutional Accounts & Insurance Advisory Sales

As Senior Vice President of Institutional Accounts and Insurance Advisory Sales, Julie oversees business development and relationship management for the firm. Active in the investment industry since 1987, her background includes several investment positions as well as new business development, strategic planning and client service. Julie has been an Adjunct Professor of Finance at the University of St. Thomas and serves on the investment committees of three nonprofit organization boards.

Professional Experience

• Blue Rock Advisors, Inc.,
  Director of Marketing
• Peregrine Capital Management,
  Senior Vice President & Director, Client Service & Marketing
• Fidelity Institutional Retirement Services,
  Manager/Account Executive
• Norwest Corporation,
  Vice President, New Business Development
• M&I Investment Management Corp.,
  Investment Officer
• Active in the investment industry since 1987

Degrees and Designations

• Master of Business Administration, The University of St. Thomas
• Bachelor of Arts in Economics, University of Wisconsin
• 2004 recipient of Finance & Commerce Top Women in Finance award