Juliette Menga, CFA is a Director and Associate Portfolio Manager at Alternative Investment Group, an independent investment firm based in Southport, CT. She has responsibility for manager sourcing and monitoring for all funds at the firm and works closely with its head of investment strategy to define its strategic investment direction. Juliette is a member of the firm’s Environmental, Social and Governance (ESG) and Sustainable Investing Committee, and has been with the firm since April 2007. Prior to joining Alternative Investment Group, Juliette was an Analyst at New York Live Investment Management. She has also worked as a Research Analyst for Excalibur Advisors LLC, a hedge fund advisory firm.
Juliette holds a dual BS, cum laude, from Kennesaw State University in Mathematics and Computer Science, and an MS in Financial Mathematics from Florida State University. She is also a Chartered Financial Analyst. “I look forward to partnering with the Nellie Mae team to think strategically about how we can best align the organization’s investments with its focus on equity,” says Juliette.
“As part of our new strategy, we are working to ensure all aspects of our organizational culture and practice promote equity — not only in our grantmaking but also in how we invest our endowment in ways aligned with our values,” said Greg Gunn, Board Chair of the Nellie Mae Education Foundation. “Betty, Jessica and Juliette will be instrumental in helping us achieve that goal.”