Office

US

Hometown

Miami, FL

Residence

New York, NY

Juliette
Bolea

Investment Team

Get in touch

"I always loved being a student. Growing up, my Dad reminded me continuously my main responsibility was to learn. That mindset stuck around. As an investor, I get to go back to the classroom every single day to learn and ask questions. Technology and entrepreneurship starts with intellectual curiosity."

Office

US

Hometown

Miami,

FL

Residence

New York,

NY

As the daughter of a Mexican immigrant, Juliette grew up in Miami and continuously went back to Mexico. These experiences further solified a love for learning and also a desire to build relationships with those of different backgrounds. She recieved a full-ride, trustee scholarship to the University of Southern California, where she held 10+ leadership roles across organizations. She began her career at Bank of America Merill Lynch. After this role, she joined Lazard's TMT investment banking practice and played a central role in technology carve-outs and SPACs, media restructurings and telecom buy-outs. Technology clients and deals excited her the most. Now, she spends her time only on those at Activant; all while meeting founders from all over the world!

Education

University of Southern California

B.S., Finance

Relevant Experiences

  • Lazard

    TMT Investment Banker

    2 Years

    Collaborated with management teams and boards of directors on their most critical decisions for companies across countries, industries, and scale from growing startups to Fortune 500 market leaders.

    Responsibilities

    Advised clients on a range of transactions in the technology, media and telecom industries. These included carve-outs, acquisitions, restructurings, leveraged buy-outs, activist defense engagements and other strategic or capital structure considerations.

    About Lazard

    Lazard is a leading, global investment banking and financial advisory firm.

  • Bank of America Merrill Lynch

    Global Banking & Markets

    <1 year

    Dove headfirst into the sink-or-swim, fast-paced ecosystem of the financial markets

    Responsibilities

    Conducted business strategy, comprehensive modeling, project management, and qualitative & quantitative research on the mortgages fixed income trading desk and investment banking divisions with a special focus on securitized financial products.

    About Bank of America Merrill Lynch

    Bank of America Merrill Lynch is an American multinational markets and investment banking division of Bank of America.