Julie Thomas, CPA, IACCP

Julie Thomas is Chief Compliance Officer at FEG and a member of the firm’s Leadership Team. She leads FEG’s compliance program, oversees enterprise risk management activities, and helps guide strategic initiatives across the organization. Julie is responsible for developing and strengthening compliance frameworks across FEG and its affiliated advisers and funds, directing compliance staff, leading training efforts, and serving as a key liaison with regulators.

With more than 20 years of compliance experience, Julie brings a strong background in accounting, audit, and financial services. Prior to joining FEG, she held senior compliance leadership roles at Ohio National Financial Services and Ohio National Life Insurance Company, where she oversaw compliance programs for investment advisers, mutual funds, separate accounts, and affiliated entities. Earlier in her career, she held positions in accounting, financial planning, internal audit, and public accounting, including roles with KPMG and other financial services organizations. She has also served in governance roles, including as an Independent Director and Audit Chair for Total Fund Solution.

Julie earned a Bachelor of Science in Business Administration, magna cum laude, from the University of Cincinnati. She is a Certified Public Accountant (inactive) and holds both the Investment Adviser Certified Compliance Professional (IACCP®) designation and the Certified Compliance & Ethics Professional (CCEP®) credential. She is active in the community through board service, including with the Greater Cincinnati Mutual Fund Association and LADD. Outside of work, Julie enjoys spending time with family and friends, training for half-marathons, and listening to classic rock. Her faith and spirituality also play an important role in her life.