Invest Wisely. TM

Check out my new White Papers and publications:

"Is $4 Trillion at Risk in Bond Funds?"

"Misleading Emerging Markets Funds"

Wall Street Journal: "Bonds vs. Bond Funds: A Distinction Wealth Advisers Should Explain"


Marisa (Maya) Joelson founded Meta Point Advisors after several years at Merrill Lynch. 

Maya is a Harvard-trained economist who leverages her two decades of top-level experience across advanced technology, Wall Street, and emerging markets to devise investment strategies for her clients.  Maya's clients benefit from her ability to provide savvy active management without the cumbersome costs and structure of mutual funds. Maya enjoys working wih her clients to understand their personal needs so she can craft tailored financial plans.  Maya's investment views have been featured in The Wall Street Journal and Barron's.

Maya excels at deriving "Meta Points" from economic and market data.  She strives to apply these insights to achieve superior outcomes for her clients. Her ability to abstract important concepts and communicate them has differentiated her, whether writing about Russia's conversion to capitalism while at Harvard, women in business at the World Economic Forum, equity markets in London's hedge fund community, or collaborative technologies for DARPA program managers.

Prior to advising individuals and small businesses, Maya was a macroeconomic and financial advisor in London to the CEO and top management at Rio Tinto, the world's second largest mining firm.  She also worked in equity research and investment banking and advised the world's most prestigious fund managers on their billion dollar funds and conducted many IPOs.  In 2004, Maya wrote a paper for the World Economic Forum in Davos articulating the business case for advancing women in the workplace which served as the background for a panel for CEOs.   Early in her career, she worked for an software development firm to advise DARPA on how to leverage artificial intelligence and other advanced technologies to prepare for the future.

Maya Marisa Joelson holds a MPA from Harvard Kennedy School, a MBA from Kellogg at Northwestern University, and a BA from Wesleyan University. 

Click on this link to read my White Paper: "Is $4 Trillion at Risk in Bond Funds?"