Julie C. Bryan, CFA
As our Chief Investment Officer, Julie leads the investment team, covering the following asset classes: Global Equity, Fixed Income and Real Estate Investment Trusts. She is involved in all aspects of managing client portfolios, and has worked in the investment business for over 30 years with a strong track record in portfolio management, equity analysis, and client service.
Prior to joining Allen Trust Company, Julie served as Vice President, Director of Research and Portfolio Manager for MKG Financial Group. Earlier in her career, Julie served as a portfolio manager at the Crabbe Huson Group, as well as an equity analyst at S.G. Warburg and Jennifer Black and Associates. She received her B.A. in International Relations with a Economics focus from Stanford University and her M.B.A. in finance from Marylhurst University.
Julie is a member of the Chartered Financial Analysts Society of Portland and serves on the Allied Professionals Council for Legacy Health. Other interests include tennis, bicycle riding on weekends, playing the piano, and movie nights with her children. She often can be found researching developing trends and potential new avenues of growth in the economy.
Member, Chartered Financial Analyst Society of Portland
Member, Allied Professionals Council for Legacy Health
Past Parent Volunteer, Jesuit High School
Past Resource Board Member, CARES Northwest
Past Board Member, Our Lady of the Lake Endowment Fund Advisory Resource Board