Powerful partnerships. Standout solutions.
- Reading
- Phone: 610.478.2077
- Fax: 610.371.7747
- Litigation
- Insurance
Julie concentrates her practice in complex commercial litigation with a particular focus on litigation involving financial products and services. Her clients include financial services companies, broker-dealers, insurance companies, publicly traded corporations and private companies. She also represents clients in a variety of commercial disputes at the trial and appellate levels, including contractual disputes, fraud, shareholder derivative claims and breach of fiduciary duty, and ERISA litigation. Her experience includes state and federal court litigation, FINRA arbitrations and regulatory investigations involving the SEC, FINRA and state agencies.
Julie is part of Stevens & Lee’s electronic discovery team, which advises clients on information governance issues and develops cost-effective strategies to meet their obligations to preserve and produce electronically stored information before and after the start of litigation. A large part of her practice involves counseling clients on e-discovery matters, including litigation hold procedures, document retention, document collection and review issues and responding to third party subpoenas.
Representative Matters
- Representation of insurance companies and financial institutions in state and federal court regarding the suitability of insurance and financial products
- Representation of a large insurance company against claims involving bank owned life insurance and derivative financial instruments
- Representation of insurance companies and financial institutions against claims arising from the sale of insurance products to Section 412(i) and 419(i) retirement plans
- Representation of large broker-dealers in customer-based FINRA arbitration claims
- Representation of financial services firms in SEC, FINRA and state agency investigative matters
- Representation of several public companies and their directors in putative class action securities litigation arising from the companies’ mergers
Affiliations
- Berks County Bar Association
- Pennsylvania Bar Association
- American Bar Association
- Notre Dame Alumni Association
- Notre Dame Club of Philadelphia
- Notre Dame Club of Reading, President
Education
- Notre Dame Law School, J.D., cum laude; Notre Dame Law Review, Executive Issue Editor
- University of Notre Dame, BBA in Finance, magna cum laude
Bar Admissions
- Pennsylvania
- New Jersey
Court Admissions
- U.S. Court of Appeals for the Third Circuit
- U.S. District Court for the Eastern District of Pennsylvania
- U.S. District Court for the Middle District of Pennsylvania
- U.S. District Court for the Western District of Pennsylvania
- U.S. District Court for the District of New Jersey
- U.S. District Court for the District of Colorado
- U.S. Supreme Court