As the Practice Director for Investment Manager Solutions, Julee ensures the successful delivery of Consero’s solutions throughout the entire client relationship. With extensive experience serving firms ranging from emerging managers to multibillion-dollar funds, her commitment to operational excellence has supported her team in achieving world-class client NPS scores. Julee is passionate about strategic growth and excels at building long-term partnerships and fostering new industry relationships.
Julee joined Consero in 2021 through the acquisition of BridgeView CFO Solutions, a San Francisco based firm, where she had been providing outsourced services to investment managers since 2016. During her tenure at Consero she has held roles including Director of Assessments and VP of Finance. In her earlier career, she successfully streamlined finance and accounting departments for private equity portfolio company acquisitions, ran her own consulting firm and gained valuable experience in public accounting.
Julee holds a B.S. in Accountancy from Southern New Hampshire University and is a Certified Public Accountant in the state of California. Outside of work, Julee enjoys exploring the world and is an avid reader and motorsports enthusiast.
