Julie Cook, CFA joined QuadCapital in 2010 and is a Senior Associate with over 25 years of institutional fixed income securities investing and commercial whole loan lending. Early in her career, Julie attained 12 years of commercial mortgage underwriting experience while originating loans for the Principal Financial Group in Des Moines, Iowa and for Thrivent Financial in Appleton, Wisconsin. Following her experience investing in whole loans, Julie joined MEMBERS Capital Advisors in Madison, WI where her primary focus was in fixed income securities including CMBS investment analysis and portfolio management.
Julie is a graduate of the University of Wisconsin-Madison where she earned a Bachelor of Business Administration degree with double majors in Finance, Investments and Banking as well as Real Estate and Urban Land Economics. Julie is a CFA Institute charterholder and has passed the Securities Industry Essential ® SIE exam and holds a FINRA Investment Banking (Series 79) license.