Partners, principals and associates

Hoffmaster_Julianne Madison

2501 West Beltline Highway
Madison, WI 53713

Tel:

608.270.2924


Email: jhoffmaster@wipfli.com

Julianne A. Hoffmaster, CFIRS

Senior Consultant, Trust and Fiduciary Services

Juli Hoffmaster brings many years of financial services experience to Wipfli LLP’s financial institutions practice, including trust accounting and operations and broker/dealer compliance and operations.  She works with numerous financial institutions, and her primary focus is on performing trust examinations.  Juli also performs SEC surprise examinations for registered investment advisors (RIA) and has assisted with internal controls examinations and social engineering testing.

Certifications

  • Certified Fiduciary and Investment Risk Specialist
  • Fellow, Financial Services Institute

Professional Memberships and Activities

  • Lambda Epsilon Chi (LEX), national honor society for paralegal students - Member

Areas of Focus

  • Trust examinations
  • RIA SEC surprise examinations

Education

Edgewood College - Madison, Wisconsin
  • Bachelor of science degree in business administration with a concentration in management
Madison College - Madison, Wisconsin
  • Post-baccalaureate certificate in paralegal studies
Cannon Financial Institute
  • Certified Fiduciary and Investment Risk Specialist designation
  • Trust audit, compliance, and risk management I, II, and III
Wisconsin Bankers Association Trust School

Life Office Management Association
  • Fellow, Financial Services Institute - Awarded with distinction
American Society of Pension Professionals & Actuaries Retirement Plan Professionals School

Recent Insights

Articles

Money Market Reform 2016
Sep 01, 2016