Julie Mace, CPA
Manager

Julie is the Audit Manager for some of the largest groups of mutual funds the firm services. She has worked closely with multiple series trust and large fund families, ranging from the most basic fund structures to those with more complex features, including multiple classes, complicated derivative instruments, fulcrum fees, and those with concentrations in REITs and municipal securities. She also maintains an expertise in audit and taxation issues facing hedge funds, and has been involved in audits of investment advisors.

Julie has responsibilities in the development and execution of staff training, serves as a member of the mentoring committee, and plays a key role in the recruitment process.

A graduate of John Carroll University, Julie is a member of the American Institute of CPAs and the Ohio Society of CPAs. She is the treasurer for FMDSA, a not-for-profit organization located in Ohio. She is also the captain of the firm's coed football team and participates in many of the firm's community service efforts. She lives in Lakewood, Ohio with her daughter, Kaylie.