Julian Novais is an accomplished finance and operations professional with significant experience in strategy and valuation. Currently serving as Senior Manager of Strategy & Operations at Carta since August 2017, Julian has specialized in QSBS and equity advisory services. Prior roles at Carta included Manager of Strategy & Operations and Manager of Valuations. Prior to Carta, Julian worked as a Senior Associate at Bay Valuation Advisors, LLC, where responsibilities included developing detailed financial valuation models and evaluating business risks and market opportunities. Initial experience includes serving as Assistant Investment Financial Analyst at Santa Clara University, managing reporting for significant endowment accounts, and co-founding Muzico, where seed capital was secured to support financing for artists. Julian holds a Bachelor of Science in Finance and Management from Santa Clara University.
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