Ms. Jodie Gunzberg is the Managing Director and Chief Investment Strategist at Graystone Consulting, a business of Morgan Stanley, which provides financial advice to institutional and wealthy clients. Previously Ms. Gunzberg was the Managing Director and Head of U.S. Equities at S&P Dow Jones Indices (S&P DJI) where she was responsible for the product management of S&P DJIís U.S. Equity indices, including the S&P 500 and The Dow, the most followed equity indices in the world.
Ms. Gunzberg had joined S&P DJI in 2010 as Director of Commodities product management. Prior to that, she spent several years in investment consulting at Ibbotson and Morningstar, and was the chief investment strategist for Marco Consulting, where she advised roughly 350 Taft-Hartley plans with $85 billion in assets. Ms. Gunzberg started her career as an actuarial associate at New York Life Insurance Company and subsequently worked as a quantitative analyst and portfolio manager on the buy-side. She managed real estate at Equity Office Properties, fixed income at ABN AMRO Asset Management, and equities and hedge funds at Driehaus Capital Management and Aragon Global.
Ms. Gunzberg is a CFA charterholder, as well as a member and curriculum consultant of the CFA Institute. In addition, she co-authored a chapter for the best-selling Risk Book (London), Intelligent Commodity Investing. She is also a former member of the Board of Directors for NYSSA and CFA Chicago. Ms. Gunzberg currently serves on the Advisory Board for the Department of Finance of Hofstra University and on the Editorial Advisory Board for the Global Commodities Applied Research Digest at the University of Colorado Denver Business School’s J.P. Morgan Center for Commodities. She received her M.B.A. from the University of Chicago, Booth School of Business, and earned a B.S. in Mathematics from Emory University.