Julie joined Crestwood in 2016 and serves as 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. More recently, she completed the PRI Academy’s Advanced RI Analysis course, in order to integrate Environmental, Social and Governance factors to her equity research analysis.
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.
In her spare time, Julie enjoys spending time with her two daughters at the barn, sharing her passion for horse riding and teaching them how to take care of the family pony, Cassis.