Dan E. Julie

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.