Julie Kennedy, Manager
Julie is responsible for managing quarterly performance reporting, which includes coordination of quarterly meeting deliverables and overseeing the reporting team. She also supports the operations, portfolio accounting and research teams. She joined Innovest in 2007, bringing her more than 30 years of experience in accounting, taxes and customer service. Her experience includes office management, preparing tax reports and assisting clients.
Julie officiates high school swim meets during the winter and spring seasons. She and her husband John have two grown sons, Shayne and Jason. Originally from Canada, Julie enjoys annual trips to visit her sisters who live in Toronto and Victoria.