Joanna Horowitz, CFA

 CEO

Joanna Horowitz is a Senior Consultant in the Alternative Investments Advisory group and also serves as Monticello’s Corporate Responsibility & Diversity lead.  As a consultant, Joanna brings more than a decade of experience in marketing and trading to her advisory work. As the firm’s Corporate Responsibility & Diversity lead, Joanna brings a passion to grow the diversity and inclusion efforts within the firm and across Wall Street.  Prior to joining Monticello, Joanna managed the marketing and investor relations functions for a boutique hedge fund.  She was responsible for client relations, marketing strategy and sales implementation for asset growth leveraging her hands-on experience with global markets and trading activities including equities, hedges, derivatives and FX trading.