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 and broker dealers.