Employer stock contributions properly structured for prohibited transaction provisions of ERISA
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Julie Krieger

Wealth & Fiduciary Advisor, Managing Director

Biographical Info

Julie Krieger serves as a Wealth & Fiduciary Advisor at Evercore Trust and at Evercore Wealth Management. Prior to joining Evercore in 2011, she was a financial principal and the chief financial officer at Lowry Hill, where she managed family relationships and provided financial strategy and oversight for the firm. She also worked as a senior tax manager at KPMG, specializing in tax services for corporations, partnerships, and executives, and she began her career at Arthur Andersen. She is a member of the Minneapolis Foundation Advisor Committee and a partner with Social Venture Partners Minnesota.
 
Ms. Krieger earned her B.S. with concentrations in accounting and finance from the Oklahoma State University and a master’s degree in taxation from the University of Minnesota Carlson School of Management.

Work 150 South Fifth Street Minneapolis MN 55402 612.656.2822

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