JULI NIEMANN, CFA®
Executive Vice President
Chartered Financial Analyst

Juli Niemann has worked in the financial services industry for over 50 years. Her extensive experience has given her the perspective and skill to manage the risks in investing. Investors cannot control the range of the returns available, nor can they set the markets. Through careful analysis and proper balancing, however, they can mitigate the risks in their individual portfolios. It is Juli’s task to understand her clients’ unique needs and concerns, to monitor changing circumstances, and to build and maintain a portfolio that satisfies her clients’ objectives.

Juli is a Chartered Financial Analyst® professional who graduated with a Bachelor of Arts degree from Fontbonne College and obtained her MBA in Finance from the University of Missouri – St. Louis. She is a current member and former president of the CFA Institute in St. Louis.

Juli remains active in the community as a member of many organizations. She serves on Fontbonne University’s Trustee and Investment Committee, the Archdiocese of St. Louis’s Finance Committee, the St. Louis Financial Analysts Society, and the Rotary Club 11 of St. Louis. She is also involved in Parents as Teachers, Marian Middle School, the Girl Scouts of Eastern Missouri, and the Mary Ryder Home.

Juli and her husband enjoy going to concerts, traveling, catching baseball and basketball games, and taking in the theater. When they are not out in the community, they enjoy spending time with their 80-pound “lap dog.” Juli also frequently gives interviews for radio, television, and newspaper to talk about current economic events and markets.