Julie Klein
Chief Financial Officer & Treasurer
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- Full Name
- Julie Klein (email initials "jek" suggest a middle initial "E," e.g., Julie E. Klein — not independently confirmed)
- Title
- Chief Financial Officer & Treasurer (former, John Simon Guggenheim Memorial Foundation); previously Assistant Treasurer
- Firm
- John Simon Guggenheim Memorial Foundation
- Firm Type
- Private grantmaking foundation / fellowship-granting nonprofit (501(c)(3)) — *not* an angel/venture investment firm
- Investment Stage
- Not applicable / unverified (no record of startup or seed investing)
- Location
- New York, NY
Background
Julie Klein is a nonprofit finance and treasury executive who spent years in the finance leadership of the John Simon Guggenheim Memorial Foundation, the New York–based institution that has awarded Guggenheim Fellowships to artists, scholars, and scientists since 1925. According to the foundation's IRS Form 990 filings, Klein was listed as Assistant Treasurer in the mid-2010s (2014–2015, reported compensation of roughly $120,000–$148,500) and was elevated to Chief Financial Officer & Treasurer, a role she held across at least the 2018–2021 filing years, with reported compensation rising from $190,000 to about $251,000 by 2021.
In that capacity she would have overseen the foundation's financial management, investment/endowment oversight, accounting, and treasury operations — the foundation reports annual revenue in the roughly $15M–$50M range (about $23.5M in 2024) and manages an endowment that funds its fellowship program. The CFO & Treasurer title at a grantmaking foundation is a stewardship and controllership role (safeguarding and deploying endowment capital toward grants), not a venture or angel-investing role.
By the 2022 Form 990 filing year, the CFO & Treasurer position was held by Sari Sharaby, indicating Klein had departed the role by then. No public biography, personal website, verified LinkedIn profile, or press coverage of Julie Klein's earlier career or education could be located, and no public headshot was found — so those details are omitted rather than guessed.
Investment Thesis & Focus
- No public investment thesis exists. Julie Klein's documented role is nonprofit financial stewardship (CFO/Treasurer of a foundation), not startup investing. No sources describe her writing angel checks, participating in seed rounds, or maintaining a personal portfolio.
- To the extent her work touched "investing," it was institutional endowment/treasury oversight at the John Simon Guggenheim Memorial Foundation — managing reserves to sustain an annual fellowship program, a fundamentally different activity from early-stage venture funding.
- The stub's "Angel Investors / Seed Round" characterization could not be corroborated from any source and should be treated as unverified.
Notable Investments
- None identified. No portfolio companies, deals, or funding rounds could be attributed to this Julie Klein. Her public record is confined to foundation finance roles, not equity investments. (Note: unrelated individuals named "Julie/Julia Klein" appear in venture/investing contexts — e.g., a partner at March Capital, a Kauffman Fellow — but there is no evidence any is the Guggenheim Foundation CFO.)
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