Who is Julia Rees Toader, Cfa? Overview
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Quick answer
Julia Rees Toader, Cfa is listed as Founding Partner at PrinCap, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Julia Rees Toader, Cfa.
Julia Rees Toader, Cfa previously worked as Director at Heritage Holdings and Head of Portfolio Strategy, EMEA and AeJ | Executive Director at Goldman Sachs. Julia Rees Toader, Cfa holds Bse, Mechanical Engineering; Computer Science; Robotics from Princeton University.
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Email format at PrinCap
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PrinCap
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Profile bio
About Julia Rees Toader, Cfa
Julia is Head of Portfolio Strategy and Head of Relationship Management at Heritage Holdings. Built by families, for families, Heritage is a global investment platform. We leverage a modern technology stack and superior access to alternative assets to help the most prominent families, entrepreneurs, and advisors globally to protect and compound their legacy. Julia has a particular focus on blending public and private investments, selection across different types of investment styles, and constructing portfolios with a smooth ownership experience. Before Heritage, Julia was the head of Portfolio Strategy at Goldman Sachs Asset Management ($2.5Tr assets under supervision). She and her team advised sovereign wealth funds, pensions, financial advisory firms, private banks, and other long-term asset owners on asset allocation. She studied mechanical engineering and computer science at Princeton University and is a CFA charterholder. Before Goldman Sachs, she worked on M&A and business development for an early-stage medical device biotech firm.
Current workplace
Julia Rees Toader, Cfa's current company
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6 roles · 20 years
Julia Rees Toader, Cfa work experience
A career timeline built from the work history available for this profile.
Director
Current
Sep 2023 - Present
Head Of Portfolio Strategy, Emea And Aej | Executive Director
Jan 2019 - Sep 2023
Associate
Portfolio Strategy within GSAM Strategic Advisory SolutionsPreviously in New York City
Jan 2017 - Dec 2018
Analyst
Jul 2013 - Dec 2016
Associate
Noxilizer, Inc
Prepared financial analyses and presentations for investors, FDA, and Board of DirectorsWorked directly with President, CEO, and VPs of R&D and EngineeringDesigned and implemented databases and information infrastructure for company-wide use Researched biotechnology industry, competitive landscape, potential partnersParticipated in growth of Noxilizer from an early-stage entrepreneurial firm to one with Fortune 100 customersAttracted interest and investment in Noxilizer from individuals, angel groups, VC firms, and hedge fundsWorked 60 hours/week breaks and summers, 20 hours/week high school terms, and on project basis in college
2007 - 2009
~2 yrs
5 education records
Julia Rees Toader, Cfa education
Bse, Mechanical Engineering; Computer Science; Robotics
Education record
Holton-Arms School
Summer Courses In Accounting
Bachelor Of Science And Engineering, Mechanical Engineering
Bachelor Of Science And Engineering, Mechanical Engineering
FAQ
Frequently asked questions about Julia Rees Toader, Cfa
Quick answers generated from the profile data available on this page.
What company does Julia Rees Toader, Cfa work for?
Julia Rees Toader, Cfa works for PrinCap.
What is Julia Rees Toader, Cfa's role at PrinCap?
Julia Rees Toader, Cfa is listed as Founding Partner at PrinCap.
Where is Julia Rees Toader, Cfa based?
Julia Rees Toader, Cfa is based in London, England, United Kingdom while working with PrinCap.
What companies has Julia Rees Toader, Cfa worked for?
Julia Rees Toader, Cfa has worked for Princap, Heritage Holdings, Goldman Sachs, and Noxilizer, Inc.
How can I contact Julia Rees Toader, Cfa?
You can use AeroLeads to view verified contact signals for Julia Rees Toader, Cfa at PrinCap, including work email, phone, and LinkedIn data when available.
What schools did Julia Rees Toader, Cfa attend?
Julia Rees Toader, Cfa holds Bse, Mechanical Engineering; Computer Science; Robotics from Princeton University.
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