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Joanna Berg
Director, Sr. Alternative Investments Strategist at BNY Mellon
Joanna Berg is the Senior Alternative Investment Strategist at BNY Mellon Advisors, based in New York.14 She has over 20 years of experience in private markets, specializing in private equity, private credit, and real estate.2 In her current role, she is responsible for providing alternative investment advice to high-net-worth clients.1
Berg's professional background includes:
- Education: Columbia University2
- Current position: Director, Senior Alternative Investments Strategist at BNY Mellon35
- Previous experience: Over 15 years in private markets
- Certifications: Chartered Financial Analyst (CFA)24
Her responsibilities at BNY Mellon involve client-facing and wealth manager-facing roles, focusing on alternative investments.6 Berg has been employed at BNY Mellon Investor Solutions, LLC since September 2020.6
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Location
New York, New York, United States
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Clay can make mistakes, so please verify responses. Data is from public sources. Trademarks are property of their respective owners.
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See who you know in common with Joanna