CLIENT SERVICE ASSOCIATE
Julie joined Pegasus Partners in 2022 and works as a Client Service Associate, providing a variety of services to our family partners including cash management and private investment documents.
Prior to Pegasus Partners, Julie spent over 15 years at Baird within Institutional Equities and Research, most recently as a Corporate Relationship Manager on their Corporate Access Team. Julie worked closely with C-level management and investor relations, as well as with Institutional Equity Brokers across all regions to ensure companies were directed and connected to appropriate institutional investors.
Julie earned a B.S. in Marketing and Entrepreneurship from the Whitman School of Management at Syracuse University.
Julie and her husband Don reside in Fox Point, WI and have two children. Julie enjoys traveling, exercising and hiking with her family.