Julie Kist, CFP®
Julie joined Fourth Street in 2008 and is an Associate Consultant. Prior to joining our firm, she worked with National City, Prudential Financial, and Bowling Portfolio Management. In addition to working with clients, Julie is a member of the Investment Committee, and monitors international and fixed income managers. Julie also assists with Fourth Street’s marketing efforts. Julie has successfully completed the Executive Certificate in Financial Planning courses at Xavier University and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2018. A Cincinnati native and sports enthusiast, Julie enjoys spending time with friends and family, gardening, traveling, and cheering on the Xavier Musketeers and Cincinnati Bengals. She also serves as an IRS-certified volunteer providing free basic income tax return preparation to qualified individuals through United Way of Greater Cincinnati – Volunteer Income Tax Assistance (VITA) program. Julie earned her Bachelor’s degree in Finance from Xavier University.
Investment Committee Member