Julie has comprehensive experience in the investment management industry, overseeing legal and compliance programs, advising senior management on strategic, legal, and compliance matters, and developing and implementing corporate policies and procedures. At Sendero®, she utilizes this expertise to benefit clients and colleagues in a climate of constantly changing regulations.
Julie joined Sendero® in the spring of 2023, after spending nearly 20 years with Westwood Holdings Group Inc. in Dallas, where she served as General Counsel and Chief Compliance Officer. She also spent time as a portfolio manager for another SEC-registered investment adviser in Dallas. Prior to working in investment management, Julie worked for various state entities in Oklahoma.
Julie graduated from the University of Texas in Austin with a Bachelor of Business Administration in Finance and received her law degree from the University of Texas Law School. She is a member of the State Bar of Texas and Oklahoma. Julie earned the CFA® designation in 2003.