Jody Harris-Stern

Managing Director, Head Of Sales And Marketing /client Portfolio Manager – Alternative Investments at Westchester Capital Management

Jody Harris-Stern is an accomplished professional with extensive experience in the financial industry. Jody has held various high-level positions at companies such as Westchester Capital Management L.L.C., Southridge, UBS, and Phoenix Investment Partners. Their roles have involved sales, marketing, and client portfolio management, where Jody has successfully increased assets under management and market share through strategic initiatives and leadership. Jody holds a Bachelor of Arts degree in Business and Economics with a focus on Japanese Studies from Saint Michael's College.

Location

Ridgefield, United States

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Westchester Capital Management

Westchester Capital Management specializes in global event-driven investment strategies with a proven track record dating to 1989. Westchester invests in publicly announced mergers, acquisitions, takeovers, spin-offs, and other corporate reorganizations, with the goal of profiting from the timely completion of these transactions. Westchester became an affiliated manager of Virtus Investment Partners (Nasdaq: VRTS) in 2021.


Employees

501-1,000

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