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Joshua Berger Cfa Cmt

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Joshua Berger Cfa Cmt

Managing Director, Associate Director of Equity Product Management (EPM) | Wellington Management

Boston, Massachusetts, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Joshua Berger Cfa Cmt

Work Experience

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Managing Director, Associate Director of Equity Product Management (EPM) at

Wellington Management

January 2018 - Present

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Managing Director, Equity Strategist and Investment Director | Equity Product Management at

Wellington Management

January 2016 - December 2017

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Managing Director, Associate Director of Asset Allocation Product Management (AAPM) at

Wellington Management

May 2013 - December 2015

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Managing Director, Investment Director | Equity Product Management at

Wellington Management

April 2010 - April 2013

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Vice President, Investment Director | Equity Product Management at

Wellington Management

April 2007 - March 2010

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Investment Specialist, Assistant Vice President | Equity Product Management at

Wellington Management

June 2004 - March 2007

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Associate, Institutional Equity Salesperson at

Morgan Stanley

January 2002 - January 2004

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Summer Associate, Institutional Equity Division at

Morgan Stanley

June 2001 - August 2001

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Analyst at

Strategic Decisions Group (SDG)

January 1997 - January 2000

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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

mail

*******@wellington.com

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