Harvard economist Maya Marisa Joelson founded Meta Point Advisors in 2018, after a four-year run at Merrill Lynch, motivated by the desire to do right — not just for investors and clients but for all humankind and the world.
Maya’s integrity comes from her genes — she’s the direct descendant of the late FINRA arbitrator Mark Joelson, whose sat next to freedom fighter Ruth Bader Ginsberg’s husband all through law school.
Maya has over two decades of experience advising CEOs, technology executives, hedge fund managers, families, and individuals on their investment decisions. Her differentiated ideas have been featured in The Wall Street Journal, Barron’s, and Forbes. Her speaking engagements have included sold-out events at the Harvard Club, as well as both online and offline conferences.
On Wall Street
Maya has previously worked as an equity research analyst on Wall Street covering U.S. retail before moving to London where she focused on emerging markets. In London, she worked at Renaissance Capital and advised the world’s leading mutual fund and hedge fund managers on their investments in Emerging Europe and Africa.
She later became the macroeconomist and financial market advisor to Rio Tinto, the second largest mining firm in the world. In this role, she provided global insight to the CEO on economies and financial and commodity markets including China, India, Japan, Chile, the U.S., and Europe.
Earlier in her career, she worked for five years in technology, leading a telecommunications market launch for MCI (now Verizon) and working with top defense policy makers and PhDs in artificial intelligence to design advanced decision support software. Her software development firm, now part of Lockheed Martin Advanced Technology Labs, primarily worked on projects for DARPA, the research and development wing of the Department of Defense that sponsored the internet.
Deriving Meta Points
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.
She holds an MPA from Harvard, an MBA from Northwestern’s Kellogg School of Business and a BA from Wesleyan University.
Meta Point Advisors expanded in early 2021 with the addition of Jackie Cohen as Director of Investor Relations. She is a trained financial planner, registered investment adviser and insurance agent (life/health and property and casualty, California License #0M68973).
Jackie was previously a financial advisor at Prudential Advisors, and prior to that had been a financial journalist for about a quarter of a century.
Her prior roles included serving as Assignment Editor at Bloomberg News, Senior Editor at The Industry Standard, Personal Finance Desk at CBS MarketWatch, Editor of an American Banker technology magazine and the West Coast Bureau at The Bond Buyer. She also acted as a communications consultant to numerous financial institutions.
Jackie has been featured in The Wall Street Journal, New York Times, CNN, HuffPo and scores of other titles. Her speaking engagements have included seminars for the Online Marketing Institute, Media Post, IDG, and numerous other ventures
Jackie holds an MA from Claremont Graduate University a BA from Macalester College and is a CFP candidate at UC Berkeley.