Julie Lee

Director

Julie is responsible for the sourcing, evaluation and execution of new investments, the active monitoring of portfolio investments, and is also involved in firm-related strategic and operating initiatives.

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She began her career in corporate finance at Merrill Lynch in New York City in the investment banking and fixed-income research divisions. Prior to joining Felicitas, she co-managed the fund portfolio at Merrill Lynch Ventures where she focused on private equity and venture capital funds.

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Julie holds a B.A. in Economics and English from Brown University.