Joanna Wald

Director of Research - Equity at Schroder Investment Management North America, Inc.

Finance

Consumer Services

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	31/12/2018

All active positions of Joanna Wald

Former positions of Joanna Wald

Companies	Position	End
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	-

See the detail of Joanna Wald's experience

Training of Joanna Wald

University of Pennsylvania	Masters Business Admin
Boston University	Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Joanna Wald's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	3
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

See company connections