Julie L. Krieger
Profile
Ms. Julie L.
Krieger is Partner & Wealth Advisor at Evercore Wealth Management LLC.
Ms. Krieger was previously employed as Chief Financial Officer by Lowry Hill Investment Advisors, Inc., Senior Tax Manager by KPMG Peat Marwick LLP, and Tax Associate by Arthur Andersen LLP.
Ms. Krieger received a bachelor's degree with concentrations in accounting and finance from the Oklahoma State University and a master's degree in taxation from the University of Minnesota Carlson School of Management.
Former positions of Julie L. Krieger
| Companies | Position | End |
|---|---|---|
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Consultant / Advisor | - |
| KPMG Peat Marwick LLP | Corporate Officer/Principal | - |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Lowry Hill Investment Advisors, Inc.
 Lowry Hill Investment Advisors, Inc. Investment ManagersFinance Founded in 1986, Lowry Hill Investment Advisors, Inc., formerly Norwest Capital Advisers, is a registered investment advisor located in Minneapolis, Minnesota. The firm manages investments exclusively for wealthy individuals and families. They are a subsidiary of Wells Fargo & Co. (NYSE: WFC) | Director of Finance/CFO | - |
Training of Julie L. Krieger
| University of Minnesota | Graduate Degree |
| Oklahoma State University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
Lowry Hill Investment Advisors, Inc.
Lowry Hill Investment Advisors, Inc. Investment ManagersFinance Founded in 1986, Lowry Hill Investment Advisors, Inc., formerly Norwest Capital Advisers, is a registered investment advisor located in Minneapolis, Minnesota. The firm manages investments exclusively for wealthy individuals and families. They are a subsidiary of Wells Fargo & Co. (NYSE: WFC) | Finance |
| KPMG Peat Marwick LLP | Commercial Services |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
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