Juli Niemann, CFA

Juli Niemann has worked in the financial services industry for nearly 50 years, and her extensive experience in this industry has given her the perspective and skill to manage the risk in investing. Investors cannot control the range of returns available and set by the markets. However, through careful analysis and proper balancing, they can control the risks in their individual portfolios. It is Juli’s task to know and understand your unique needs and concerns, to monitor changing circumstances, and to build and maintain a portfolio to satisfy your objectives.

She graduated with a Bachelor of Arts degree from Fontbonne College, and from the University of Missouri-St. Louis with an MBA in Finance. As a Chartered Financial Analyst, Juli is a current member and former president of the CFA Institute in St. Louis.

Outside of the office, Juli remains active in the community as a member of many organizations, including the University City Pension Board, the Metro Children’s Theater Company, Parents as Teachers, the Missouri Women’s Forum, St. Louis Culinary Society, Women’s Democratic Forum, St. Louis Forum, Focus St. Louis, Girl Scouts of Eastern Missouri, and the Mary Ryder Home.