Operations

Julie Smith
Chief Financial Officer & Chief Compliance Officer

Ms. Smith has over 25 years of investment management industry experience with a focus on financial operations. She was named Chief Financial Officer in June 2023 and Chief Compliance Officer in October 2023. Ms. Smith joined Moerus as Controller in 2018 from Century Capital Management LLC, where she spent 10 years and served in a variety of executive roles, including Chief Financial Officer. Prior to Century Capital Management, Ms. Smith started her investment career at Third Avenue Management LLC, where she worked alongside two of Moerus’ co-founders, Amit Wadhwaney and John Mauro, for nearly a decade in financial operations.
Ms. Smith holds a BBA in Finance from the Isenberg School of Management, University of Massachusetts Amherst.

Cassie Bachovchin
Compliance Officer/Operations Manager

Ms. Bachovchin joined Moerus as an Associate in 2016, assisting in almost all aspects of the Firm’s business, including marketing, operations, and compliance. In 2022, she transitioned into the role of Compliance Officer/Operations Manager, focusing her activities on the Firm’s compliance and operations programs. Prior to joining Moerus, Ms. Bachovchin oversaw legal administration, operations, and report analytics for AIG Investments Litigation Group and AIG Commercial Insurance Litigation Group for over 10 years.
Ms. Bachovchin holds a BA in Philosophy from SUNY Buffalo State University and an MSLS from Cornell Law School.