Julie is inspired by the use of investment capital and business as a force for good in the world. She oversees JLens educational, advocacy, and advisory services. Julie began her career nineteen years ago in investment banking on Wall Street and later served as an investment advisor at JP Morgan and Merrill Lynch. She was on the founding team of a for-profit social enterprise focused on women’s health. Most recently, Julie was the Impact Investment Strategist at a multi-family office where she implemented customized impact portfolios.
Julie received her MBA from Harvard Business School, her BA in Economics from Tufts University, and she holds the Certified Financial Planner (CFP) designation. Julie is a Wexner Foundation Jewish Heritage alum, an UpStart incubator graduate, a Cordes Fellow, and has served on the boards of the Federation, ADL, and the Jewish Community Relations Council.