Julie L. Wachholz
Profile
Ms. Wachholz serves as Red Granite’s Compliance Officer, ensuring the firm maintains compliance with applicable federal and state regulations.
She also plays a central role in helping direct Red Granite’s operating and marketing functions.
Before joining Red Granite, Ms. Wachholz worked at Baird Investment Management since June 2005 and served as a critical liaison between the portfolio managers and the external marketing representatives.
She also provided support to the wrap program sponsors and solved compliance issues.
Ms. Wachholz spent the prior eight years in Baird’s Compliance Department in various roles culminating in her position as vice president/senior investment advisory compliance officer.
Ms. Wachholz graduated with a BBA in finance from the University of Wisconsin, Milwaukee in 1996 and has 11 years of investment experience.
Former positions of Julie L. Wachholz
| Companies | Position | End |
|---|---|---|
Red Granite Advisors LLC
 Red Granite Advisors LLC Investment ManagersFinance Founded in 2006 by David Bowman, Matthew MacLean and Joel Vrabel, Red Granite Advisors LLC is an investment advisor firm located in Milwaukee, Wisconsin. | Sales & Marketing | 07/03/2013 |
Ziegler Capital Management LLC
 Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors. | Sales & Marketing | - |
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Corporate Officer/Principal | - |
Training of Julie L. Wachholz
| University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Red Granite Advisors LLC
Red Granite Advisors LLC Investment ManagersFinance Founded in 2006 by David Bowman, Matthew MacLean and Joel Vrabel, Red Granite Advisors LLC is an investment advisor firm located in Milwaukee, Wisconsin. | Finance |
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Finance |
Ziegler Capital Management LLC
Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors. | Finance |
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