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 MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Directeur de la Recherche - Actions | 30/10/2009 |
Formation de Dan E. Julie
| University of Wisconsin | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
MEMBERS Capital Advisors, Inc.
MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Finance |
