Joan Werner is an accomplished financial and marketing executive who has had a career spanning 25 years on Wall Street. She is currently the Head of Client Services for NYL Investors. She was formerly the Director of Marketing and Client Services at Ramius/ A Cowen Group Company, an independent alternative investments firm. Prior to joining Ramius, she served as the Director of Marketing for CSFB Volaris Advisors (formerly Volaris Advisors), an independent investment advisory firm specializing in volatility management. Joan was also Director of Alternative Investments Marketing (Hedge Funds, Private Equity, Managed Futures & Exchange Funds) at Bank of America Merrill Lynch (formerly Merrill Lynch Investment Managers) responsible for marketing communications, research, new product development and educational programs for Financial Advisors. She has previously held positions at Bear Stearns Asset Management and at Prudential Financial in the investment management, private placement and insurance areas.
Joan holds several degrees from prestigious institutions - MBA from Columbia Business School, Masters of Public Health from the Mailman School of Public Health, Columbia University and a BBA from The Wharton School, University of Pennsylvania. She currently serves as the Treasurer of 100 Women in Hedge Funds and The POETIC Foundation and is a Founding Board Member for the Professional Association for Investment Communications Resources (PAICR). She has also been an Adjunct Professor in Marketing at The College of New Jersey.