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Joshua Berger Cfa Cmt
Joshua Berger Cfa Cmt
Managing Director, Associate Director of Equity Product Management (EPM) | Wellington Management
Boston, Massachusetts, United States
Joshua Berger Cfa Cmt
Summary
Joshua Berger is a seasoned investment professional with over 20 years of experience in asset management, currently serving as Managing Director at Wellington Management. He has a proven track record in driving revenue growth and client retention through strategic product management and team leadership. His expertise spans various asset classes, particularly in equities and alternative investments, allowing him to develop innovative investment solutions that cater to global clients. Joshua is recognized for his ability to mentor and develop talent within his teams, fostering a culture of excellence and collaboration. His analytical skills are complemented by a strong focus on client engagement and retention, making him a valuable asset in any investment management setting. With a background that includes significant roles at Morgan Stanley, he has cultivated a deep understanding of capital markets and client relations. Joshua's commitment to continuous improvement and strategic growth initiatives positions him as a leader in the financial services industry.
Joshua Berger Cfa Cmt
Work Experience
Managing Director, Associate Director of Equity Product Management (EPM) at
Wellington Management
January 2018 - Present
Managing Director, Equity Strategist and Investment Director | Equity Product Management at
Wellington Management
January 2016 - December 2017
Managing Director, Associate Director of Asset Allocation Product Management (AAPM) at
Wellington Management
May 2013 - December 2015
Managing Director, Investment Director | Equity Product Management at
Wellington Management
April 2010 - April 2013
Vice President, Investment Director | Equity Product Management at
Wellington Management
April 2007 - March 2010
Investment Specialist, Assistant Vice President | Equity Product Management at
Wellington Management
June 2004 - March 2007
Associate, Institutional Equity Salesperson at
Morgan Stanley
January 2002 - January 2004
Summer Associate, Institutional Equity Division at
Morgan Stanley
June 2001 - August 2001
Analyst at
Strategic Decisions Group (SDG)
January 1997 - January 2000
Joshua Berger Cfa Cmt
Education
Dartmouth College - The Tuck School of Business at Dartmouth, Master Of Business Administration (Mba)
January 2000 - January 2002
Cornell University, Bachelor Of Arts (B.A.)
January 1993 - January 1997
Choate Rosemary Hall, High School
January 1989 - January 1993
Frequently Asked Questions about Joshua Berger Cfa Cmt
What is Joshua Berger Cfa Cmt email address?
Joshua Berger Cfa Cmt's primary email address is *******@wellington.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Joshua Berger Cfa Cmt work for?
Joshua Berger Cfa Cmt is a Managing Director, Associate Director of Equity Product Management (EPM) at Wellington Management, a company specializing in Security brokers & dealers.
Where Joshua Berger Cfa Cmt graduated from?
Joshua Berger Cfa Cmt holds a degree in from Dartmouth College - The Tuck School of Business at Dartmouth.
How can I directly contact Joshua Berger Cfa Cmt?
To contact Joshua Berger Cfa Cmt directly, you can use the email address *******@wellington.com. Complete contact information is available upon registration with Muraena.
Who is Joshua Berger Cfa Cmt?
Joshua Berger is a seasoned investment professional with over 20 years of experience in asset management, currently serving as Managing Director at Wellington Management. He has a proven track record in driving revenue growth and client retention through strategic product management and team leadership. His expertise spans various asset classes, particularly in equities and alternative investments, allowing him to develop innovative investment solutions that cater to global clients. Joshua is recognized for his ability to mentor and develop talent within his teams, fostering a culture of excellence and collaboration. His analytical skills are complemented by a strong focus on client engagement and retention, making him a valuable asset in any investment management setting. With a background that includes significant roles at Morgan Stanley, he has cultivated a deep understanding of capital markets and client relations. Joshua's commitment to continuous improvement and strategic growth initiatives positions him as a leader in the financial services industry.
Joshua`s contact details
*******@wellington.com
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