Mona Mahajan

Mona Mahajan is a Principal and leader of the Investment Strategy and Asset Allocation teams at Edward Jones. She helps develop and communicate the firm’s macro-economic and financial market views and oversees the creation of impactful thought leadership to help clients meet their long-term financial goals. She also leads the firm's asset allocation function, which oversees the strategic and opportunistic portfolio positioning across Investment Advisory platforms. Mona is a co-chair of the Investment Policy Committee (IPC), which governs the firm's investment guidance and adherence to our investment philosophy.

Mona’s experience in the financial services industry spans equity and fixed income analysis, global investments strategy and portfolio management. Prior to joining Edward Jones, she was the U.S. Investment Strategist at Allianz Global Investors for nearly five years.

She appears regularly on financial media, including CNBC, Bloomberg TV, as well as print media like The Wall Street Journal and Barron’s.

Mona holds bachelor's degrees in finance and computer science from the Wharton School and the School of Engineering at the University of Pennsylvania. She also has an MBA from the Harvard Business School.

Mona lives in New Jersey with her husband and two kids, Rishi and Riya. She enjoys traveling and being involved in her kids’ activities.