Julie Anne Waitman

Current Employers

Employment History

• 05/2012 → Present
  Verus Financial Partners
  Richmond, VA

Other Businesses

Julie Waitman serves on Westover Episcopal Church's investment committee as the chair and have held this role since 2004. The accounts for the church are currently held in custody at Charles Schwab & Company under a master linked to Verus Financial Partners, where Ms. Waitman has the ability to trade and transfer funds. Prion to Charles Schwab & Co. the accounts were held at Davenport, which became Truist Wealth. This change occurred in 2022. The committee consists of 7 members, including the church Treasurer, and the statements are received and reviewed monthly by the Treasurer and Ms. Waitman. Church rules require an audit of all accounts and a Parochial Report submitted to the Diocese annually. The investment committee meets twice annually to review investments, and allocation, and annually adopts an investment policy statement. The meetings last approximately two hours and less than an additional one hour per month is devoted to the ongoing monitoring of the accounts. This is a volunteer role. Westover Church 6401 John Tyler Memorial Highway Charles City, VA 23030

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-27
• S63 Uniform Securities Agent State Law Examination
  1994-03-04

Other Names

• Julie Anne Grubbs