Joanna Wald
Director of Research - Equity at Schroder Investment Management North America, Inc.
Profile
Joanna Wald is currently the Head of Research at Schroder Investment Management North America, Inc. She previously worked as an Analyst at Cowen Investment Management LLC and Ballast Capital Management LLC.
Ms. Wald holds an MBA from the University of Pennsylvania and an undergraduate degree from Boston University.
Joanna Wald active positions
Companies | Position | Start |
---|---|---|
Schroder Investment Management North America, Inc.
Schroder Investment Management North America, Inc. Investment ManagersFinance Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds. | Director of Research - Equity | 2018-12-31 |
Former positions of Joanna Wald
Companies | Position | End |
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Cowen Investment Management LLC
Cowen Investment Management LLC Investment ManagersFinance Cowen Investment Management LLC (Cowen Investment Management) is a venture capital subsidiary of Cowen, Inc. founded in 1997. The firm is headquartered in New York. | Corporate Officer/Principal | - |
Ballast Capital Management LLC
Ballast Capital Management LLC Investment ManagersFinance Founded in 2010, Ballast Capital Management LLC is a hedge fund manager located in New York City. The firm was formed as a strategic alliance with Investcorp, a global alternative asset manager with offices in New York, London and Bahrain. | Analyst-Equity | - |
Training of Joanna Wald
University of Pennsylvania | Masters Business Admin |
Boston University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Schroder Investment Management North America, Inc.
Schroder Investment Management North America, Inc. Investment ManagersFinance Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds. | Finance |
Cowen Investment Management LLC
Cowen Investment Management LLC Investment ManagersFinance Cowen Investment Management LLC (Cowen Investment Management) is a venture capital subsidiary of Cowen, Inc. founded in 1997. The firm is headquartered in New York. | Finance |
Ballast Capital Management LLC
Ballast Capital Management LLC Investment ManagersFinance Founded in 2010, Ballast Capital Management LLC is a hedge fund manager located in New York City. The firm was formed as a strategic alliance with Investcorp, a global alternative asset manager with offices in New York, London and Bahrain. | Finance |
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