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Hollinshead, CFA Julie, a Chartered Financial Analyst and investment manager with 30-years of experience, is also an adjunct finance professor at the Mike Illitch School of Business at Wayne State University. She is a frequent guest speaker on personal finance and financial management, addressing a range of audiences from young professionals just beginning to build their wealth to seniors interested in growing and protecting their portfolios. Julie’s presentations have been featured nationally on PBS and Yahoo News, and in Michigan on Detroit’s WXYZ, CBS News Detroit and Fox 2 Detroit. https://www.hollinsheadadvisoryservices.com/about daily 0.75 2025-07-21 https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/527ed48a-95f1-4593-8457-5c2accb51f33/Julie_Hollinshead_8_2.8x4.jpg About https://www.hollinsheadadvisoryservices.com/contact daily 0.75 2024-01-19 https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1576681873621-IR2OWYDUYTCDAPSMIDKT/V4BQLEWP_1575982228.jpeg Contact https://www.hollinsheadadvisoryservices.com/partners daily 0.75 2019-11-14 https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390505394162-W51WFS0M8F9TXWY7LPDY/chambers-10.jpg Partners https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390409437321-Q9EZYDA52XWMFWJIQRU6/logo-2.jpg Partners https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390409437266-8DADKO4VSI8O9JEYQ58I/logo-4.jpg Partners https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390409437284-U9500QOC95REDBT90G9L/logo-1.jpg Partners https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390409437242-8SZY5F04GD012C425QZ6/logo-3.jpg Partners https://www.hollinsheadadvisoryservices.com/experience daily 0.75 2019-11-14 https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1573761523259-5ITYNVW9ZLBM1OKZU5GZ/World.jpg Experience https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1573760296476-NHCCPL5YBEC1FWMCK4MV/Tufts-University-logo.jpg Experience https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1573758924249-JM01ZXDHADH5RVCW4749/university.logo_.small_.horizontal.white_.png Experience https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1573759304242-E37TMWXOSJGIK9ZHNJAG/CBC-5004-23_Raise_Your_Expectations_Logo_Color.jpg Experience https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1573759319923-OVVXA66D344SAY5B2M5F/Munder_Capital_Management_small.jpg Experience https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1573759334289-CTJNSFCA7ABIXB5UG4H9/kresge.jpg Experience https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1573759886476-38AI0VSY6VSWBAL9R2RU/DeRoy-Devereaux.jpg Experience https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1573759896429-5HLFDRGTTRWMCYK3J18O/Untitled_1.jpg Experience https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1573761287617-OM3YO0HK2M5R5ITBBMF5/pg-22.jpg Experience https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1573761389609-SOEDEDN64QTM9YUCQXAM/CMF-1.jpg Experience https://www.hollinsheadadvisoryservices.com/home-alt daily 0.75 2019-11-18 https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1574100945718-MTW2193FIY2B2NG1IDOA/image-asset.jpeg Home Alt https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1574110522149-CLA8V9WE8AHVWG9R80CG/Hollinshead-logo.jpg Home Alt https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1574100656980-MV2V4F135BQJ8HGBE17V/35523473-stock-vector-compass-background.jpg Home Alt https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1574110454198-SR2QW28M426A0YPUHEV8/chambers1.jpg Home Alt Sustainability Starts with you Join Us https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1574110478005-61DMD1R8FIR7WV4ULVBO/chambers-2.jpg Home Alt A better world Starts with a choice Contact Us https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1574110506239-E1WV6J8CJS6F3LY6N2FB/image-asset.jpeg Home Alt https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1574100786162-KZ94HAFIHEYCO1D82LKH/image-asset.jpeg Home Alt https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390500933384-LII4SRIPHFYOUFX0UCXC/chambers-4.jpg Home Alt https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1574100831981-BI6WP9HFW7IQKG6N95P7/image-asset.jpeg Home Alt https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390504287124-HQ8GNX1JCE22V047MSQ9/chambers-8.jpg Home Alt Preserve Nature Join Us https://www.hollinsheadadvisoryservices.com/craig-fahle-podcast daily 0.75 2022-05-13 https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1607962291836-99JJAABE1GJ5MGKOIM11/Screen+Shot+2020-12-14+at+10.52.57+AM.png Craig Fahle Podcast https://www.hollinsheadadvisoryservices.com/financial-app-security daily 0.75 2021-06-16 https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1623332295545-HT6BV4R84YW8NHY2WPVT/Screen+Shot+2021-06-10+at+9.37.56+AM.png Financial App Security - 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Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1652813890690-XVEWO6KFMXD29SMJU9XP/Screen+Shot+2022-05-13+at+12.03.07+PM.png News https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1652817231584-S5L9PBMM82I5QI0V80HI/has+wsu+pilot%2C+6-21-21.png News - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.hollinsheadadvisoryservices.com/testimonials daily 0.75 2024-11-08 https://www.hollinsheadadvisoryservices.com/home-copy daily 0.75 2023-10-07 https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1696687468327-VUHUN49FM64LEE4AQRQN/image.jpg Home (Copy) https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1576591588902-K1PESYO3OX4O14EPFA5U/Julie_Hollinshead_8_2.8x4.jpg Home (Copy) Julie R. Hollinshead, CFA Julie, a Chartered Financial Analyst and investment manager with 30-years of experience, is also an adjunct finance professor at the Mike Illitch School of Business at Wayne State University. She is a frequent guest speaker on personal finance and financial management, addressing a range of audiences from young professionals just beginning to build their wealth to seniors interested in growing and protecting their portfolios. Julie’s presentations have been featured nationally on PBS and in Michigan on Detroit’s WXYZ. https://www.hollinsheadadvisoryservices.com/about-copy daily 0.75 2023-10-07 https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1576591588902-K1PESYO3OX4O14EPFA5U/Julie_Hollinshead_8_2.8x4.jpg About (Copy) Julie R. Hollinshead, CFA Hollinshead Financial Services Julie has built a 30-year career guiding investments and creating wealth for high-net-worth individuals and families, companies, non-profit organizations and private foundations. She is a Chartered Financial Analyst (CFA), the highest professional designation recognized by the investment management industry. Julie’s firm, Hollinshead Advisory Services, is uniquely qualified to provide Financial Consulting Services that address the specific financial and investment issues of individuals and families, private foundations and non-profit organizations. The firm excels at helping you navigate significant financial decisions and can digitally organize all aspects of your financial affairs – all to your best advantage. https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1576681873621-IR2OWYDUYTCDAPSMIDKT/V4BQLEWP_1575982228.jpeg About (Copy) https://www.hollinsheadadvisoryservices.com/services daily 0.75 2024-01-19 https://www.hollinsheadadvisoryservices.com/services-copy-1 daily 0.75 2023-10-07 https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1576616729172-LRDZOHZJB0XAHF1LJBY6/World.jpg Services (Copy) https://images.squarespace-cdn.com/content/v1/5d63e442c72c2b00019788de/1576681873621-IR2OWYDUYTCDAPSMIDKT/V4BQLEWP_1575982228.jpeg Services (Copy) The CFA Institute has a strong reputation due to a rigorous and demanding series of examinations consisting of three levels: candidates must sit a six-hour exam for each level. The Level 1 examination has a focus on investment tools (Quantitative Methods, Financial Reporting and Analysis) Level 2 increases the focus on asset classes analysis (Equity Investments, Fixed Income, Derivatives, etc.) The Level 3 exam has a stronger focus on Portfolio Management and Wealth Planning. All exams share a core section on Ethics and Professional Standards. To get a charter, candidates need to fulfill all three conditions: hold a bachelor’s degree, clear all three levels of exams, and have four years of experience in the finance domain. https://www.hollinsheadadvisoryservices.com/partners-bedford daily 0.75 2026-04-01 https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390505394162-W51WFS0M8F9TXWY7LPDY/chambers-10.jpg Partners https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390409437321-Q9EZYDA52XWMFWJIQRU6/logo-2.jpg Partners https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390409437266-8DADKO4VSI8O9JEYQ58I/logo-4.jpg Partners https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390409437284-U9500QOC95REDBT90G9L/logo-1.jpg Partners https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390409437242-8SZY5F04GD012C425QZ6/logo-3.jpg Partners https://www.hollinsheadadvisoryservices.com/what-we-do-bedford daily 0.75 2026-04-01 https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390513380961-PTHFXE5U2S1FJSLPXUSD/tumblr_mh1iruZWLf1rkz363o1_1280.jpg What We Do https://www.hollinsheadadvisoryservices.com/contact-bedford daily 0.75 2026-04-01 https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390510556456-TV8RZ8LOBB3L6TBXFWZD/tumblr_mkrr2pZQ851rkz363o2_1280.jpg Contact https://www.hollinsheadadvisoryservices.com/read-me-bedford daily 0.75 2026-04-01 https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390928870858-4D9B6T9WGP8017NSS9W3/topography.jpg Read Me https://www.hollinsheadadvisoryservices.com/projects-bedford daily 0.75 2026-04-01 https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390597386640-3KVLE657DTIG7GJ4AQE2/tumblr_mjdttrQLOJ1rkz363o7_1280.jpg Projects https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390513704892-X6RLQ8I6CZ7RH14SLT95/tumblr_mjco89cUVY1rkz363o1_1280.jpg Projects https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390513762052-20QA8XOF4PAJV9MQ8VIT/tumblr_mlsetsKySj1rkz363o4_1280.jpg Projects https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390513827835-7X0ZFXSD0X2H8JVTM0G7/tumblr_mqvsd7ij1c1rkz363o1_1280.jpg Projects https://www.hollinsheadadvisoryservices.com/take-action-bedford daily 0.75 2026-04-01 https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390597413198-XUEB2J3138YBEXDCIMC0/tumblr_migjb4LxOB1rkz363o2_1280.jpg Take Action https://www.hollinsheadadvisoryservices.com/landing-bedford daily 0.75 2026-04-01 https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1391287286405-92Z4A4R3T2ZSZAKNVS9V/image-asset.jpeg Home - Transient https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1535394848185-CGDDU4QCIRSO4U1270H3/image-asset.jpeg Home - About Find out about our organization, mission, our methods, and the results of our decades of advocacy. https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1535394867157-MTQAOAQPKWQ68DDY1HTW/tumblr_mn8b8sLRb61rkz363o1_1280.jpg Home - Take Action Ready to take the next step? You can become a contributor to our cause, or participate yourself.