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Julie Lowry, CPA

Partner, Cohen & Co Advisory, LLC
Partner, Cohen & Company, Ltd.

Contact Information

Cleveland, OH
jlowry@cohenco.com
216.649.5720
  • Alternative Investment Funds
  • Assurance Services
  • Investment Companies
  • Investment Company Audits
  • Mutual Funds
  • Private Equity
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.

Beginning her public accounting career in 2003, Julie specializes in the audits of mutual funds and private funds. She is also involved in examinations performed to maintain compliance with SEC custody rules. Among other areas, Julie’s 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. She has also worked with an array of portfolio compositions, including equity funds, blended funds, and those with significant holdings in taxable fixed income securities and municipal bonds. The clients Julie serves range from newly seeded start-up funds to well-established fund families and multiple series trusts.
  • Involved in recruiting and training for the firm's Assurance Practice
  • 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.

Credentials & Education

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

Thought Leadership

March 16, 2023

Investment Industry Wire | March 2023

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December 14, 2022

Investment Industry Wire | December 2022

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September 22, 2022

Investment Industry Wire | September 2022

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"Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

Cohen & Company, Ltd. and Cohen & Co Advisory, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards.

Cohen & Company, Ltd. is a licensed independent CPA firm that provides attest services to its clients. Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services to their clients and are not licensed CPA firms.

The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand. Our use of terms such as “our firm,” “we,” “us” and other terms of similar import denote the alternative practice structure of Cohen & Company, Ltd. and Cohen & Co Advisory, LLC.

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