CoverProfile

Julie Smith

Senior Analyst, Investment Research

DeMarche Associates

United States, Kansas, Stilwell

About Me

Provide a leadership role in managing and recommending asset allocation for multiple asset classes (including global fixed income, global equity and real return assets), based on a diverse factor attribution analysis as a result of thorough analysis and interviewing lead portfolio managers. In doing so, serve as the liaison between the client and portfolio manager.

Profile Information

Senior Analyst, Investment Research

DeMarche Associates

Investment Team

Investor

Consultant

Stilwell

Kansas

United States

May 16, 2024

More profiles to browse

Profile Photo
Thomas Woolwine
Vice Chairman
DL
Donald Lennard
Senior Consultant
MM
Michael Marsh
Senior Investment Consultant
Profile Photo
James Dykstal
Senior Consultant, Portfolio Manager, Principal

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DH
Dennis Hanson
Principal
Jamison Hanson
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners