JoAnna Loera Apfel

Ms. Apfel is director of client reporting in the client service group at Causeway. She rejoined the firm in June 2015 and her responsibilities include serving as a primary reporting liaison between various groups in the firm, managing workflow processes, as well as reporting for institutional clients.          

From 2003 to 2012, Ms. Apfel worked in the client service group at Causeway. From 1997 to 2002, Ms. Apfel was a senior relationship manager with Morningstar, Inc. where she was responsible for data quality, data analysis, and client service within the Institutional Data Sales Group.

Ms. Apfel earned a BS in business management from DePaul University and is a CIPM Level I Candidate.