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Julie Vander Weele Email & Phone Number

Chief Operating Officer and Board Member at Newberry Strategies, LLC
Location: Greater Chicago Area, United States, United States 8 work roles 2 schools
1 work email found @dimeoschneider.com 1 phone found area 312 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@dimeoschneider.com
Direct phone (312) ***-****
LinkedIn Profile matched
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Current company
Newberry Strategies, LLC
Role
Chief Operating Officer and Board Member
Location
Greater Chicago Area, United States, United States

Who is Julie Vander Weele? Overview

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Quick answer

Julie Vander Weele is listed as Chief Operating Officer and Board Member at Newberry Strategies, LLC, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at dimeoschneider.com, phone signal with area code 312, and a matched LinkedIn profile for Julie Vander Weele.

Julie Vander Weele previously worked as Managing Partner at Newberry Strategies, Llc and Managing Partner, Chief Operating Officer at Fiducient Advisors. Julie Vander Weele holds Bachelor Of Science (B.S.), Marketing from Northern Illinois University.

Company email context

Email format at Newberry Strategies, LLC

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{first_initial}{last}@dimeoschneider.com
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AeroLeads found 1 current-domain work email signal for Julie Vander Weele. Compare company email patterns before reaching out.

Profile bio

About Julie Vander Weele

Julie is a dynamic leader with extensive experience as a COO managing complex Registered Investment Advisor (RIA) operations. She has an exceptional record of leading change to optimize growth and profitability, improve operational efficiency, enhance the client experience, and manage transformational acquisitions. As a Member of the Board of Directors and the Executive Leadership Team she brings a reputation for strategic thinking, deep understanding of fiduciary responsibilities, and expertise in risk management, P & L ownership, human capital, conflict resolution, and compliance within a highly regulated industry.

Listed skills include Capital.

Current workplace

Julie Vander Weele's current company

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Newberry Strategies, LLC
Newberry Strategies, Llc
Chief Operating Officer and Board Member
8 roles · 37 years

Julie Vander Weele work experience

A career timeline built from the work history available for this profile.

Managing Partner

Current
Newberry Strategies, Llc

Leadership, operations and integration strategies for financial services organizations.

Jul 2024 - Present

Managing Partner, Chief Operating Officer

Chicago, IL, US

  • Recruited as firm’s first COO to lead business and investment operations and establish a disciplined platform for growth.
  • Directed merger integration of two investment consulting firms, building consistent operational infrastructure, technology, human capital plan, and culture that supported rapid growth.
  • Developed and implemented a client complexity measurement strategy to align service delivery, enhance the client experience, and optimize pricing strategy.
  • Established a profitability model by line of business to inform and prioritize capital allocation decisions.
May 2020 - Jun 2024

Partner, Managing Director Of Wealth Management

Chicago, Illinois, US

  • Recruited to provide leadership for the firm’s expansion efforts and managed day-to-day operations of the $5.4 billion in AUM Wealth Management business.
  • Member of Executive Team that doubled total assets under management to $9.4 billion in five years through strategic acquisition, organic growth, and increased geographic footprint.
2015 - 2019 ~4 yrs

Chief Administrative Officer

Chicago, Illinois, US

2014 - 2015 ~1 yr

Board Of Directors / Executive Committee

Chicago, IL, US

Member of the Board and a 10+-person Executive Team that led the firm through dynamic periods of growth, diversification, and leadership transition, providing strategic vision and reinforcing a culture of ethics and compliance.

2000 - 2013 ~13 yrs

Senior Managing Director, Investment Advisory / Private Client Services

Chicago, IL, US

  • P&L and fiduciary oversight for three groups with 100 employees and $28 billion in assets under management and advisement, reporting to the Chairman and CEO.
  • Led the firm’s oldest line of business, focusing strategies, realigning disparate offices / operations, and building a high-performance group of 55+ wealth advisers.
  • Initiated a complex change management process that positioned the firm as an early leader in shifting from broker to investment adviser.
1996 - 2013 ~17 yrs

Executive Vice President, Skyline Fund

Chicago, IL, US

Instrumental in introduction and evolution of firm’s first mutual fund. Secured early participation in the newly launched Schwab Mutual Fund Marketplace.

1993 - 1996 ~3 yrs

Chief Marketing Officer

Chicago, IL, US

1989 - 1996 ~7 yrs
2 education records

Julie Vander Weele education

Bachelor Of Science (B.S.), Marketing

Northern Illinois University

Masters Of Management, Marketing | Finance

Northwestern University - Kellogg School Of Management
FAQ

Frequently asked questions about Julie Vander Weele

Quick answers generated from the profile data available on this page.

What company does Julie Vander Weele work for?

Julie Vander Weele works for Newberry Strategies, LLC.

What is Julie Vander Weele's role at Newberry Strategies, LLC?

Julie Vander Weele is listed as Chief Operating Officer and Board Member at Newberry Strategies, LLC.

What is Julie Vander Weele's email address?

AeroLeads has found 1 work email signal at @dimeoschneider.com for Julie Vander Weele at Newberry Strategies, LLC.

What is Julie Vander Weele's phone number?

AeroLeads has found 1 phone signal(s) with area code 312 for Julie Vander Weele at Newberry Strategies, LLC.

Where is Julie Vander Weele based?

Julie Vander Weele is based in Greater Chicago Area, United States, United States while working with Newberry Strategies, LLC.

What companies has Julie Vander Weele worked for?

Julie Vander Weele has worked for Newberry Strategies, Llc, Fiducient Advisors, Rmb Capital, and Mesirow.

How can I contact Julie Vander Weele?

You can use AeroLeads to view verified contact signals for Julie Vander Weele at Newberry Strategies, LLC, including work email, phone, and LinkedIn data when available.

What schools did Julie Vander Weele attend?

Julie Vander Weele holds Bachelor Of Science (B.S.), Marketing from Northern Illinois University.

What skills is Julie Vander Weele known for?

Julie Vander Weele is listed with skills including Capital.

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