Investment Professionals

Joan joined Neville Rodie in February 2002. Her responsibilities include the management of equity, balanced and fixed income portfolios for individual clients and their families.

Prior to joining Neville, Rodie & Shaw, Joan managed assets for 16 years at Warburg Pincus Asset Management and its successor firm Credit Suisse Asset Management from 1986 to 2002. At the time of the merger, Joan was a senior vice-president and senior portfolio manager to high-net worth individual clients and continued in that capacity subsequent to the CSAM merger. Prior to Warburg Pincus, Joan began her investment career at SCM Corporation where she worked as the assistant portfolio manager of the company's pension fund for five years.

Joan is a graduate of Marymount Manhattan College, receiving a B.A. in Business Management with a major in finance.

Joan is a resident of Eastchester, New York. She is active in charitable work, alumni involvement and is an avid supporter of the arts.