Joanna Berg, CFA

Joanna Berg is the Sr. Alternative Investment Strategist for BNY Advisors. 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 member on Wealth Management’s Alternative Investment Strategy Committee and the BNY Advisors Alternative Investments Council.

Joanna has over 20 years of experience in alternative investments across various investment functions. Prior to joining BNY in 2020, Joanna spent 10 years with Morgan Stanley, most recently as Senior Portfolio Manager in the OCIO group, managing discretionary portfolios for Endowments and Foundations and Ultra High Net Worth clients, with a focus on Alternative Investment allocations.  Prior to this, she was 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.  Joanna began her career at Citigroup where she spent 7 years with the Citigroup Alternative Investments Group providing hedge fund and private markets investment advice to Financial Advisors and 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 CFA Society New York.