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Biography

Jo is a Principal based in the Rockville, Maryland office. She is a member of the advisory team, providing comprehensive investment management and financial advisory services to her US and international clients.

Prior to joining Cerity Partners, Jo was a Portfolio Manager and member of the Investment Committee at SOL Capital Management, where she managed portfolios for US and international clients. Before her time at SOL Capital, Jo was part of a team of equity portfolio managers overseeing 8.5 billion euros in institutional and retail funds at Universal Investment in Frankfurt, Germany. She also served as a founding member of the firm’s Portfolio Management ESG Board. Jo previously held positions at DWS, BlackRock, and Lord Abbett.

In her spare time, Jo enjoys playing tennis and golf, exploring new places, and refining her craft as a home barista.

Learn more about my practice.

Education

  • B.A. Geographies of Globalization, Duke University
  • M.Sc. Finance, Frankfurt School of Finance and Management

Highlights

  • Chartered Financial Analyst (CFA)
  • European Federation of Financial Analysts Societies Certified ESG Analyst (CESGA)
  • Multilingual: English, Mandarin, Taiwanese, French, German

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