Joanna Berg, CFA

Joanna Berg, CFA

Sr. Alternative Investments Strategist

Joanna Berg is the Sr. Alternative Investment Strategist for Investor Solutions and a dual officer of the firm. In this role she is responsible for providing alternative investment advice to high net worth and institutional clients of the firm, articulating complex investment solutions across liquid and private alternatives, and providing guidance on portfolio construction and asset allocation. Joanna also plays a key role in developing new products and solutions across hedge funds, private equity and private real estate, and drives new idea generation that shapes alternative investment strategy. Joanna serves as a voting member on Wealth Management’s Alternative Investment Strategy Committee.

Prior to joining BNY Mellon, Joanna spent 10 years with Morgan Stanley, most recently as Senior Portfolio Manager in the OCIO group, managing portfolios for Endowments and Foundations and Ultra High Net Worth clients, with a focus on Alternative Investment allocations. In this role, Joanna was responsible for constructing investment policy statements, selecting investment managers, implementing and managing portfolios on behalf of clients. Prior to this, she spent 7 years as a Senior Investment Analyst on the Alternative Investments Due Diligence team at Morgan Stanley, originating and selecting private equity, private real estate and private credit funds for the wealth management platform, publishing white papers on prevailing private market trends, and providing fund and market updates to top clients of the firm. Joanna began her career at Citigroup where she spent 7 years as Senior Product Specialist on the Citigroup Alternative Investments sales team providing alternative investment advice to Financial Advisors and their high net worth clients.

Joanna received her MBA degree from Columbia Business School and a Bachelor’s degree in finance and economics from Fordham University. Joanna also holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts and the CFA Institute.