Julie Kennedy

Manager

Julie is a member of the Portfolio Accounting Team and supports the Client Service Team. She assists with fully customized performance reporting as well as portfolio rebalancing, account reconciliation, and client account maintenance. Additionally, she designs and builds client performance reports. Julie is also a member of the firm’s Charitable Giving Committee. 

Julie joined Innovest in 2007, bringing her more than 30 years of experience in accounting, taxes, and customer service. Her experience includes office management, preparing tax and performance reports, and assisting clients.

In her free time, Julie spends time with her family.   She and her husband John have two grown sons, Shayne and Jason, and two grandchildren, Lola and Joshua. Originally from Canada, Julie enjoys annual trips to visit her sisters who live in Toronto and Victoria.

jkennedy@innovestinc.com