Senior Portfolio Manager
- 17 Years with the firm
- 29 Years of industry experience
Julianne is a senior portfolio manager and is the Mellon Equity ESG Champion, serving as the 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.
In addition to her role as the Equity ESG Champion, Julianne is the lead portfolio manager for the Emerging Markets Equity suite, as well as a portfolio manager for Global Research Equity and Global First Decade Innovators. 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.
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.