Julie Kennedy, Analyst
At Innovest, Julie is responsible for preparing quarterly performance reports, account rebalancing, opening new client accounts and preparing search books. She supports both the operations and research teams.
Julie has over 20 years 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 is married and is the mother of two grown children.