Julie Meyer

Private Equity Investor at Ohana Capital LLC

Finance

Consumer Services

Technology Services

Profile

Ms. Julie Meyer is an Advisor at Ohana Capital LLC.
She is currently a Principal with Corporate Diligence Specialists LLC, an advisory firm that provides financial and accounting due diligence related to mergers and acquisitions for private equity funds, private investors and corporate clients.
Prior to Corporate Diligence Specialists, she was an Associate with Harris Williams & Co, an Executive Consultant with Peterson Consulting (now Navigant) and a Client Service Analyst with Wellington Management Company.
Ms. Meyer holds a B.S.
in Commerce (concentration in Accounting) from the University of Virginia and an M.B.A.
from the Tuck School of Business at Dartmouth.

Julie Meyer active positions

Companies	Position	Start
Ohana Capital LLC Ohana Capital LLC Investment ManagersFinance Ohana Capital LLC (Ohana Capital) is a private equity firm founded in 2005 by Tim Ludwig. The firm is headquartered in Long Beach, California.	Private Equity Investor	20/07/2010

All active positions of Julie Meyer

Former positions of Julie Meyer

Companies	Position	End
Peterson Consulting LLC Peterson Consulting LLC Internet Software/ServicesTechnology Services Part of Guidehouse, Inc., Peterson Consulting LLC is a company that provides information management and data processing services. The company is based in Los Angeles, CA.	Corporate Officer/Principal	-
Wellington Management Co. LLP Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors.	Corporate Officer/Principal	-
Harris Williams & Co. Harris Williams & Co. Investment Banks/BrokersFinance Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.	Corporate Officer/Principal	-

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Training of Julie Meyer

University of Virginia	Undergraduate Degree
Tuck School of Business at Dartmouth	Masters Business Admin

Experiences
Positions held

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Connections

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Linked companies

Private companies	4
Ohana Capital LLC Ohana Capital LLC Investment ManagersFinance Ohana Capital LLC (Ohana Capital) is a private equity firm founded in 2005 by Tim Ludwig. The firm is headquartered in Long Beach, California.	Finance
Harris Williams & Co. Harris Williams & Co. Investment Banks/BrokersFinance Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.	Finance
Peterson Consulting LLC Peterson Consulting LLC Internet Software/ServicesTechnology Services Part of Guidehouse, Inc., Peterson Consulting LLC is a company that provides information management and data processing services. The company is based in Los Angeles, CA.	Technology Services
Wellington Management Co. LLP Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors.	Finance

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