Juliane Blevins
Investment Associate

Juliane is responsible for supporting the investment and portfolio management functions of the office. This includes evaluating and executing new investment opportunities plus monitoring existing holdings. As such, she is involved with corporate due diligence, industry research, financial analysis, portfolio optimization, and investment analytics. Juliane earned a B.A. from Southern Methodist University with a specialization in Management, Business Strategy and Organizations, as well as an M.S. in Business Management from the SMU Cox School of Business. Away from the office, Juliane volunteers with White Rock Lake Conservancy and enjoys Pilates, traveling, and trying new restaurants.