Senior Portfolio Manager
- 16 Years with the firm
- 28 Years of industry experience
Julianne is a senior portfolio manager responsible for the suite of Emerging Markets strategies at Mellon including Emerging Markets Small Cap, Emerging Markets Equity, Focused Emerging Markets, and the Emerging Markets Multi-factor Equity fund. She has been a lead portfolio manager on the Emerging Markets Research fund since its inception in February 2014 and has been integral in establishing risk-aware processes to drive consistent performance. In addition to her role as portfolio manager on the Emerging Markets suite of funds, Julianne is also a portfolio manager on the Global Research fund and the Global First Decade Innovators fund.
Julianne also provides leadership in her role as ESG Champion for Equities and as Chair of Mellon’s ESG Council. The ESG Council is responsible for developing and overseeing the integration of environmental, social, and governance considerations throughout Mellon’s culture and investment processes with the goal of enhancing investment outcomes.
Prior to joining the firm in 2004, Julianne was an equity analyst at State Street Research & Management where she focused on the Financial and Retail sectors. Previously, she served as a research analyst at Dalbar Inc. where she covered the financial industry. Julianne has been in the investment industry since 1992.
Julianne received a BS with a concentration in finance from Lehigh University and an MBA with a financial management track from MIT Sloan School of Management.
Experience listed may include partial year periods.