Joanna Berg

Joanna Berg is a highly experienced professional with over 15 years of expertise in private markets, specializing in private equity, private credit, real estate, and hedge fund investments encompassing portfolio management and capital raising.

She holds an MBA from Columbia Business School and is recognized as a skilled market strategist with published research in the field.

Joanna excels in fundraising for alternative investment funds and is a CFA Charterholder, showcasing her commitment to excellence and high ethical standards.

Her specialties include Investment Management, Investment Research, Private Equity, Hedge Funds, and Capital Raising, reflecting her diverse skill set and knowledge in the financial industry.

Joanna's academic background includes a Bachelor of Science (BS) in Finance and Economics from Fordham University and a Master of Business Administration (MBA) in Finance from Columbia University - Columbia Business School.

She has held significant roles in prestigious organizations, currently serving as the Director and Sr. Alternative Investments Strategist at BNY Mellon.

Prior to her current position, Joanna has also worked at Morgan Stanley in various capacities such as Executive Director in Portfolio Management, Executive Director in Alternative Investments Origination and Due Diligence, and Vice President in Alternative Investment Product Strategy.

Her earlier career includes experience as an Analyst in the Corporate Client Group at Citi, further enriching her diverse professional background and industry knowledge.