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This profile was last updated on 9/18/15  and contains information from public web pages and contributions from the ZoomInfo community.

Ms. Julie Persily

Wrong Julie Persily?

Board Member

Phone: (212) ***-****  HQ Phone
CM Finance Inc
601 Lexington Avenue 26Th Floor Suite C
New York , New York 10022
United States

Company Description: We seek to invest primarily in middle-market companies that have annual revenues of at least $50 million and EBITDA of at least $15 million. We focus on companies...   more

Employment History

  • Managing Director
    Salomon Smith Barney
  • Managing Director
    Solomon Smith Barney
  • Managing Director
  • Various Capacities
  • Co-Head of Leveraged Finance and Capital Markets
    Nomura Securities North America
  • Analyst
    Drexel Burnham Lambert

Board Memberships and Affiliations

  • Member, Citigroup
    Solomon Smith Barney


  • M.B.A , financing and accounting
    Columbia Business School
  • B.A. , psychology and economics
    Columbia College
7 Total References
Web References
Julie ..., 18 Sept 2015 [cached]
Julie Persily
Julie Persily
Julie Persily serves as a member of our board of directors. Ms. Persily retired in 2011 after serving as the Co-Head of Leveraged Finance and Capital Markets of Nomura Securities North America, a unit of Nomura Holdings Inc. (NYSE: NMR), a securities and investment banking company, since July 2010. Ms. Persily previously served in various capacities at Citigroup Inc. (NYSE: C), a financial services company, including as the Co-Head of the Leveraged Finance Group from December 2006 to November 2008, the Head of Acquisition Finance Group from December 2001 to November 2006 and as Managing Director from July 1999 to November 2001. From 1990 to 1999, Ms. Persily served in various capacities including as a Managing Director, Leveraged Finance at BT Securities Corp., a financial services company and a subsidiary of Bankers Trust Corp., which was acquired by Deutsche Bank in April 1999. From 1987 to 1989, Ms. Persily served as an analyst at Drexel Burnham Lambert, a securities and investment banking company. Ms. Persily received a B.A. in psychology and economics from Columbia College and a M.B.A in financing and accounting from Columbia Business School. We believe Ms. Persily’s extensive experience with structuring, negotiating and marketing senior loans, high yield and mezzanine financings brings important and valuable skills to our board of directors.
The members of the audit committee are Mr. Lee, Ms. Persily, Mr. Ryder and Mr. Wagner, each of whom meets the independence standards established by the SEC and the Nasdaq for audit committees and is independent for purposes of the 1940 Act.
The members of the compensation committee are Mr. Lee, Ms. Persily, Mr. Ryder and Mr. Wagner, each of whom is independent for purposes of the 1940 Act and the Nasdaq corporate governance regulations.
Ms. Persily serves as chairman of the compensation committee.
The members of the nominating and corporate governance committee are Mr. Lee, Ms. Persily, Mr. Ryder and Mr. Wagner, each of whom is independent for purposes of the 1940 Act and the Nasdaq corporate governance regulations.
The valuation committee is composed of Mr. Lee, Ms. Persily, Mr. Ryder and Mr. Wagner, each of whom is not an interested person for purposes of the 1940 Act and is independent for purposes of the Nasdaq corporate governance regulations.
Ms. ..., 24 June 2008 [cached]
Ms. Persily
Ms. Persily
Julie H. Persily sold a two-bedroom, two bath apartment at 2039 Broadway in Lincoln Square to Lenore and Mark Rattner for $1.57 million on June 24.
Persily has worked as co-head of the U.S. leveraged finance group at Citigroup. She was promoted to this position in 2006. She joined Citigroup in 1999 as managing director of its acquisition finance group at Solomon Smith Barney, a Citigroup subsidiary.
Prior to working for Solomon Smith Barney, she has helped set up the leverage finance group at Banker's Trust, part of Deutsche Bank A.G. She began her career at Drexel Burnham, where she worked for two years as a financial analyst.
She holds a B.A. and M.B.A. from Columbia University.
Seller(s): Julie H Persily Sale date: 2008-06-24
..., 11 Feb 2014 [cached]
0001593007 Persily Julie C/O CM FINANCE INC 399 PARK AVENUE, 39TH FLOOR NEW YORK NY 10022 1 0 0 0
Press Release, 17 Aug 1999 [cached]
Salomon Smith Barney today announced that Julie Persily will join the firm as a Managing Director in the Firm's Acquisition Finance Group.Ms. Persily will be responsible for the high yield and leveraged loan business for SSB's financial sponsor clients.
Prior to joining Salomon Smith Barney , Ms. Persily was one of the original members of Bankers Trust's Leveraged Finance Group that in 1992 began providing one-stop shopping for senior debt and high yield financing.As a Managing Director in that group , she originated and executed debt financing for top financial sponsors and corporate clients.Ms. Persily has broad experience in healthcare , basic industries , packaging , consumer , retail and technology industries.
Ms. Persily began her career at Drexel Burnham , where she worked for two years as a Financial Analyst in Corporate Finance.Ms. Persily received both her M.B.A. and B.A. from Columbia University.
Salomon Smith Barney is a global , full-service investment banking and securities brokerage firm.The firm's 10 , 900 Financial Consultants located in approximately 460 offices across the United States , service over 6.2 million client accounts , representing over $816 billion in client assets.Salomon Smith Barney is a subsidiary of Citigroup.
Citigroup ( NYSE : C ) , the most global financial services company , provides some 100 million consumers , corporations , governments and institutions in 100 countries with a broad range of financial products and services , including consumer banking and credit , corporate and investment banking , insurance , securities brokerage and asset management.The 1998 merger of Citicorp and Travelers Group brought together such brand names as Citibank , Travelers , Salomon Smith Barney , Commercial Credit and Primerica under Citigroup's trademark red umbrella.
Citigroup Inc. banker ..., 4 Aug 2010 [cached]
Citigroup Inc. banker Julie Persily told the bankers gathered on the Dec. 14 call that "it might be less problematic 'to not fund,' rather than risking a Tribune bankruptcy," the examiner reported.
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