Consulting Team

Johanna Bloom has more than 15 years of experience in strategy, operations, and marketing, from dynamic start-ups to established financial services. She specializes in translating data and analytics into actionable insights and business strategies. Jo thrives when working through periods of transformation, whether a line of business that needs to be recognized to capture synergies and tap new opportunities or launching a brand-new business.

Jo worked directly with the CMO (and COO) of the wealth management business at UBS Financial Services. She transformed the marketing department from disparate product-centric functions to a centralized group armed with data and analytics to provide broad marketing and communications expertise to support their financial advisors directly. Additionally, she combined underutilized business lines to drive organic emerging affluent client growth from institutional accounts, growing the business into a $300M revenue channel within two years. Jo has most recently served as COO of a high-growth wellness startup, MNDFL, which became the leading mindfulness studio business within three years of launching.

Jo earned her Bachelor of Arts degree in Art and Archaeology at Princeton University and now lives with her husband and two young toddlers in Connecticut. She has spent much of her free time exploring every beach playground in the county as well as being active in local community organizations such as the Rowayton Parents Exchange (RPE), focused on supporting parents with young children in the area, and a non-profit in Connecticut, Filling in the Blanks, focused on fighting childhood hunger.

She is currently available for new project engagement.