Julia evaluates investment opportunities, leads business diligence, and supports Serent’s portfolio companies.
Prior to joining Serent, Julia worked at Goldman Sachs as an Investment Banking Analyst in the Financial Institutions group in New York City. In this role, she worked on various Strategic & Sponsor M&A, equity, and debt transactions within the Banks and Specialty Finance space.
Julia holds a B.S. in Global Business and a minor in Philosophy from Fordham University.
Julia is a proud Canadian with a love for animals and nature who enjoys discovering new cultures through books and travel, experimenting in the kitchen, watercolor painting, and volunteering.
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