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Fern Jones

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  • Fern Jones

    Senior Fellow

    Fern Jones is a Senior Fellow at Croatan Institute. A finance and investment professional, she brings broad experience from capital markets and portfolio management to the Institute's research and engagements.

    Her career spans 25 years in trading and risk management roles on the sell-side and in research and analysis on the buy-side. Jones trained on Wall Street in the 1980s, working as a proprietary trader, risk manager and securities analyst for J.P. Morgan, Deutsche Bank, and Banque Paribas. During the 1990s she worked as an investment analyst for General Motors Asset Management and as a portfolio strategist for MetLife Investments during the early 2000s. She specialized in international bonds, derivatives overlay, hedged and structured portfolios. This background has provided the foundation for her approach to sustainable finance and investing over the last decade, particularly in areas such as green bonds, natural resources, and real assets.

    In addition to working with Croatan Institute, Jones maintains strategic alliances with other investment advisers to provide financial risk evaluation and portfolio analysis. As a private securities market consultant, she manages teams of technical experts and sector specialists to develop niche investment exposures geared to institutions. The work focuses primarily on ventures in water, energy, agriculture and related biotech.

    Jones was a founding Board Member and Treasurer of Triskeles Foundation. Currently she is an advisory member of the Trustees’ Finance Committee of the New York Society of Friends’ Quarterly Meeting. She also continues to serve as a fiduciary for disabled individuals and elders, joining families, fraternal and faith-based groups to advocate for the participation of people with diverse capacities.

    She divides her time between New York City and North Carolina.


    Education

    S.M., Management, The Sloan School of Management, Massachusetts Institute of Technology

    A.B., English, Yale University