Julie Lowry

Julie Lowry, CPA Director, Assurance

Julie’s friendly nature leaves her always wanting to learn more about the clients she works with, beyond their auditing needs. Getting to know them personally, as more than business contacts, fuels Julie’s motivation to exceed their expectations.

Location: Cleveland Email: jlowry@cohencpa.com Phone: 216.649.5720

Credentials & Education

  • Certified Public Accountant (Ohio)
  • B.S., John Carroll University

Julie specializes in the audits of mutual funds and private funds, and is involved in examinations performed to maintain compliance with SEC custody rules. Among other areas, her expertise includes auditing, accounting and financial reporting requirements specific to complex derivative instruments, Level 3 securities, guaranteed investment contracts, controlled foreign corporations (CFCs), funds-of-funds, private equity funds and master-feeder structures. Julie has worked with a large range of clients, from newly seeded start-up funds to well-established fund families and multiple series trusts. 

 

  • Involved in firm recruiting and training
  • Ohio Society of CPAs
  • American Institute of CPAs 

 

Julie, her husband and their children live in Bay Village, Ohio. Her interests beyond accounting include bowling, board games, watching her kids play sports and attending fundraisers.