Joanna Horowitz , CFA is a Senior Consultant in the Alternative Investments Advisory group and serves as Monticello’s Corporate Responsibility & Diversity Lead. In her senior role, Joanna brings more than a decade of experience in marketing and trading to her advisory work, managing account relations and development activities. As the firm’s Corporate Responsibility & Diversity lead, Joanna’s passion to grow diversity and inclusion within the firm and across Wall Street is clear, often representing Monticello at industry leadership events and partnering with D&I ambassadors.
Prior to joining Monticello, Joanna managed the marketing and investor relations functions for a boutique European hedge fund. She was responsible for client relations, marketing strategy and sales implementation for asset growth leveraging her hands-on experience with global markets during her years leading the trading functions across equities, hedges, derivatives and FX products.