Julie Baker, CFA

  • Bachelor of Science, Wildlife Ecology, University of Florida
  • Master of Business Administration, Finance, Kennesaw State University
  • CFA® Charterholder

As a Research Analyst at AndCo, Julie serves client needs by conducting investment manager due diligence primarily within the non-U.S. equity space. 

Julie has over 20 years of experience conducting independent investment manager research. Prior to joining AndCo, she was the Director of Public Securities at the University of Florida Investment Corporation (UFICO), where she had oversight for the Endowment’s long-only global equity and fixed income portfolios. She also assisted the Director of Hedged Strategies with long/short equity due diligence. Prior to UFICO, Julie was an investment consultant for Hewitt Associates, consulting on institutional clients ranging from $75 million to $2 billion in assets. She also served as a member of the Manager Evaluation Committee, which was responsible for evaluating and rating investment strategies.