Joanne spent over three decades in leadership roles in investment strategy at investment banks and asset managers with a focus on index and quantitative products, derivatives, along with volatility and risk management. She is the Managing Partner of her consulting firm, Bear Creek Advisory and serves as Chief Advisor for Research and Strategy at Vest, a fund manager specializing in option-based investments. She is also a Managing Director at SEDA Experts, an expert witness firm specializing in financial services and serves on the Board of Governors of the CFA Institute. Prior to these roles, she was Head of Institutional Investment Strategy at ProShares, and at Goldman Sachs, where she was a Managing Director leading global equity index and derivatives research and advising institutional investors on index and risk management strategies.
Joanne is a co-author of A Comprehensive Guide to Exchange-Traded Funds (ETFs) published in 2015 by the CFA Institute Research Foundation and has published extensively on quantitative investment topics, index products, and derivatives. She was a Founding Member and the first Co-President of Women in ETFs, which has grown in 10 years to be a global networking organization with 10,000 members. Within the Charleston area she serves on the board and heads Investment Committee at Bishop Gadsden and is on the board of Arts, etc. sponsoring arts education. Prior to her career on Wall Street, she was on the faculty of the University of Massachusetts (Amherst). and is currently an Adjunct Professor at the College of Charleston.
