Director, Equity Analyst
Julie is responsible for in-depth fundamental analysis for the research team. She is very interested in “identifying the drivers of a stock, assessing the management teams’ strategies, and more broadly understanding the behavioral patterns behind investment decisions”.
Prior to Crestwood, Julie worked at Loomis Sayles as Vice President, Global Equity Analyst focusing most recently on global consumer staples companies. Previously, she worked at Oppenheimer & Co as an Equity Associate covering the Aerospace & Defense sector. She worked also at Wells Fargo for the Alternative Investment Administration group as part of the investor relations team.
Julie graduated from Boston University with a Master’s Degree in Investment Management, and graduated Suma Cum Laude with a BS in Accounting & Finance from Bridgewater State College. She also has an Associate Degree in Business Administration from the Institut Universitaire de Technologie d’Angers, France. Julie is a CFA level 2 candidate. In her spare time, Julie enjoys spending time with her two daughters and riding horses. Julie can be reached at firstname.lastname@example.org.