Jody Harris-Stern Managing Director, Client Portfolio Manager, Strategic Accounts
Jody Harris-Stern is a managing director and client portfolio manager for strategic accounts at Westchester Capital Management, LLC, an investment management affiliate of Virtus Investment Partners. In this role, Mrs. Harris-Stern represents Westchester’s alternative investment portfolios, including mutual funds, separate accounts, and hedge funds to institutional investors, sub-advisory partners, and key accounts nationally.
Mrs. Harris-Stern joined Westchester in 2010 from Southridge LLC, where she was chief marketing officer. Prior to Southridge, she held senior management positions at UBS, specializing in business development, marketing, and investor relations. She began her career at Zweig Advisers.
Mrs. Harris-Stern earned a B.A. in business and economics from Saint Michael’s College. She began working in the investment industry in 1997.