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Joanne has over 30 years of experience in investment strategy and asset management with a focus on index and quantitative products, derivatives, and exchange traded products (ETFs and ETNs). She has been instrumental in the growth and expansion of the ETF industry. She currently serves as Chief Advisor for Research and Strategy at Cboe Vest, a fund manager, specializing in option-based investments. Prior to these roles, she was Head of Institutional Investment Strategy at ProShares, and spent 17 years at Goldman Sachs, where she was a Managing Director leading global equity index and derivatives research and advising institutional investors on index and risk management strategies.

She is a recipient of the 2023 ETF.com Lifetime Achievement Award, and the William F. Sharpe Indexing Lifetime Achievement Award. She was one of the ten inaugural recipients of the Top Women in Asset Management Awards (Money Management Executive 2019). Joanne is a co-author of A Comprehensive Guide to Exchange-Traded Funds (ETFs) published in 2015 by the CFA Institute Research Foundation and has published extensively on quantitative investment topics, index products, and derivatives.


Joanne has been involved in ETF and related index products since their inception, having wrote the first Product Guide to ETFs around the launch of iShares and led a team that assisted institutions—such as hedge funds, pension funds, asset managers, and RIAs—in adopting ETFs in the 2000s. She has also penned articles on ETF features and strategies, including educational materials on leveraged, inverse and VIX futures ETFs.


She serves on the Board of Governors of the CFA Institute, and she recently completed a term as Chair of the CFA Institute Research Foundation Board. She served for 12 years on the Board of the "Q" Group (Institute for Quantitative Finance) and chaired their Research Committee.


Prior to her career on Wall Street, she was on the faculty of the University of Massachusetts (Amherst). and is currently an Adjunct Professor at College of Charleston. She has a Ph.D. in Finance and M.B.A, from Syracuse University, an M.A. in International Affairs from George Washington University, and graduated with honors from American University’s School of International Service.


Joanne was a Founding Member and the first Co-President of Women in ETFs. She resides near Charleston, South Carolina where she serves on the board of the largest, life plan community in the region and on the board of an organization sponsoring arts education in local schools.


EXPERTISE


 

Investment Strategy

EFTs

Index and Quantitative Products

Option-based Investments

Volatility

Risk Management Strategy

 

EDUCATION


Syracuse University - Martin J. Whitman School of Management

Ph.D./MBA, Finance


The George Washington University

MA, International Affairs


American University

BA, International Service

WORK HISTORY


SEDA Experts

Managing Director

2023-Current


Cboe Vest

Chief Advisor for Research and Strategy

2016-Current


CFA Institute

Board Governor

2021-Current


CFA Institute Research Foundation

Chair and Board Member

2016-Current


College of Charleston School of Business

Adjunct Professor

2020-Current


Q-Group (Institute for Quantitative Research in Finance)

Board Member & Chair, Research Committee

2010-2022


Women in ETFs

Co-Founder, Co-President, Board Member

2014-2023


ProShares

Head of Institutional Investment Strategy

2009-2016


Montgomery County MD, Public Schools Pension Board

Board Member

2012-2018


Goldman Sachs

Managing Director

1992-2009


PaineWebber

Managing Director, Equity Derivatives

1988-1992


Kidder Peabody

Senior Vice President, Financial Futures Research

1985-1988


University of Massachusetts

Associate Professor

1978-1983

ETF and Index Strategies Expert Witness

Investment Strategy

EFTs

Index and Quantitative Products

Option-based Investments

Volatility

Risk Management Strategy

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