CFA (2019); ASA (2015); MSc (Financial Engineering) (2011), HEC Montreal; BSc (2008) Concordia University, Canada.
Joanna is a senior manager at PH&N Institutional in the Institutional Portfolio Solutions (IPS) group. In this role, she is responsible for the development and maintenance of IPS’ quantitative modeling and analytics infrastructure, overseeing the team’s research projects and managing the production workflow of client projects. Joanna assumed this role in 2023 after working as a manager for four years and as an associate analyst since joining the firm in 2015. Prior to joining PH&N, she spent three years as a senior analyst at a consulting firm working in the financial risk practice. Joanna started her career in the investment industry in 2012.