Julie leads the firm’s Client Research Team, which translates climate science and data into investable insights to help investors make better decisions across asset classes and geographies. She engages with portfolio managers and clients to integrate climate risks and opportunities into their investment processes and helps clients implement decarbonisation goals and establish risk measurements. Julie also oversees the firm’s collaborations with Woodwell Research Center and the MIT Center for Sustainability, Science and Strategy, both of which provide valuable research insights.

She joined Wellington in 2015. Prior to assuming her current role she was a research associate on the firm’s ESG Research Team covering financials as well as a business associate in the Investment Product & Strategy Group.

Julie holds a BS in economics, finance and global sustainability, summa cum laude, from Bentley University. She also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of the UK.