Julie Cooling in

Julie Cooling

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Founder & CEO at RIA Channel
📍 Wayne, Pennsylvania, United States

Julie Cooling is the Founder and CEO of RIA Channel and RIA Database, the leading provider of financial advisor data and software. An experienced entrepreneur in financial services, she is a strong business development professional with a Bachelor of Arts in Economics & Finance from Bucknell University.

Julie founded RIA Channel to provide a digital media platform for investment managers and financial advisors.

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Experience
19 Years
Current Role
Founder & CEO
Job Level
Leadership
Location
Wayne, Pennsylvania, United States
Personality Overview

How Julie shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Julie cares about

Financial Advisor Data
Her company, RIA Database, is a leading provider of data and software profiling over one million financial advisors, indicating this is her core business focus.
Asset Management
She has a demonstrated history and listed skills in the asset management industry, which is a primary audience for her platforms.
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Career

Work history

1-2006
Founder & CEO
RIA Channel
Founder & CEO
RIA Database
National Accounts, Sales
Webster Investment Management / Forward Funds
Consultant
Giving Capital
Product Development
Reflow, LLC
In the press

Media appearances

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Education
1990 - 1994
Bachelor of Arts (BA)
Bucknell University
Education details unavailable
North Hunterdon High School, Clinton, NJ
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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