Joan Werner is a Senior Director and Head of Client Services for NYL Investors. She is responsible for managing all institutional client activity for the Fixed Income and Private Placements groups. Joan was formally the Director of Marketing and Client Services at Ramius LLC, Cowen that is an independent alternative investments firm. Prior to joining Ramius, she was Director of Marketing for CSFB Volaris Advisors (formally Volaris Advisors) which was 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 (formally Merrill Lynch Investment Managers) responsible for marketing communications, research and new product development. She has previously held positions at Bear Stearns Asset Management and at Prudential Financial in the investment management, private placement and insurance areas.
Joan currently serves as the Treasurer and Board Member for the Pediatric Oncology Experimental Therapeutics’ Consortium (The POETIC Foundation) and was a Founding Board Member and Treasurer for 100 Women in Finance (formally 100 Women in Hedge Funds) for seventeen year. She was also an Adjunct Professor in Marketing at The College of New Jersey.
Joan has an MBA from Columbia Business School, an MPH from Columbia University Mailman School of Public Health and a BBA from The Wharton School, University of Pennsylvania.