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Julie Lee

Julie Lee

Director, Private Markets & Credit

Julie is responsible for the sourcing, evaluation and execution of primary private equity fund and direct investments and the active monitoring of portfolio holdings.

She began her career in corporate finance at Merrill Lynch & Co. 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.

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

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