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Nome | Título | Desde | Até |
---|---|---|---|
Charles Fishman | - | 2024 | Agora |
Biografia | Mr. Fishman has been and an employee of JPMIM since 2013 and a member of MAS since 2016 and a portfolio manager of the Fund since 2024. | ||
Gerhardt (Gary) P. Herbert | Portfolio Manager | 2020 | Agora |
Biografia | Mr. Herbert has been an employee of JPMIM and the Head of GTAA and Diversified Strategies in the U.S for MAS since 2020Gary is a portfolio manager and head of global credit. Gary joined Brandywine Global in March 2010, bringing with him over 20 years of high yield experience. Previously, Gary was a Managing Director, Portfolio Manager with Guggenheim Partners, LLC (2009-2010); a Managing Director, Portfolio Manager with Dreman Value Management, LLC (2007-2009); and an Executive Director, Portfolio Manager (1999-2007) and Associate (1994-1998) with Morgan Stanley Investment Management. | ||
Morgan M. Moriarty | - | 2019 | Agora |
Jeffrey A. Geller | Managing Director | 2019 | 2024 |
Biografia | Jeffrey Geller, CFA, managing director, is a Chief Investment Officer of Multi-Asset Solutions, where he is responsible for investment oversight of all mandates managed in New York. This includes providing oversight with respect to manager and strategy suitability and fit and ensuring that the team's asset allocation views are reflected appropriately across a diverse set of mandates. Jeff is also a portfolio manager for less constrained multi-asset class portfolios as well as portfolios with alternatives exposure. Before joining the firm in 2006, Jeff was director of Hedge Fund Investments at Russell Investment Group and served as chairman of the Firm's hedge fund investment committee. Prior to that, he was a senior partner at Credit Suisse Asset Management's BEA Associates unit where he had responsibility for managing equity, currency overlay and relative value arbitrage strategies. Jeff earned a Bachelor of Arts in Government from Clark University and an M.B.A. in Finance from the University of Chicago Graduate School Of Business. He is a CFA charterholder and is Series 24, 7, and 63 licensed | ||
Nicole Goldberger | Vice President | 2011 | 2019 |
Biografia | Nicole is a Portfolio Manager and Head of Growth Portfolios within the Investment Solutions team, based in New York. She is responsible for the management and investment oversight of all growth portfolios globally. In January 2020, Nicole joined UBS Asset Management from JPMorgan Asset Management's Multi-Asset Solutions team, where she was the lead portfolio manager responsible for managing Global Tactical Asset Allocation (GTAA) and balanced portfolios for institutional and retail clients. Prior to that, Nicole was a portfolio manager for a range of different multi-asset class solutions, including flexible total return portfolios with private markets, diversified benchmark-aware mandates, 529 age-based portfolios, inflation aware multi-strategy funds, liability-driven investment (LDI) portfolios and target date funds. Having spent over 16 years at JPMorgan, Nicole also focused on manager selection and portfolio construction across both traditional and alternative asset classes. Nicole is a CFA charterholder. In 2019, Nicole was named by Citywire as one of the best 30 female fund managers in the world. | ||
John R. Speer | - | 2014 | 2019 |
Biografia | John Speer, CFA, executive director, is a portfolio manager on J.P. Morgan Asset Management’s Multi-Asset Solutions team based in New York. He is responsible for portfolio construction, tactical asset allocation, and manager selection across both traditional and liquid alternative asset classes. As a portfolio manager for the Advisory model portfolios for over a decade, John oversees more than $7.5 billion in assets under supervision from Wealth Managers, Broker Dealers and Registered Investment Advisors covering risk based tactical, outcome-oriented, and total return strategies. Prior to focusing on the models business, he also managed multi asset portfolios for institutional clients including public pensions and insurance companies. An employee since 2007, John previously worked in the Private Bank at J.P. Morgan doing portfolio construction and quantitative analysis for ultra-high net worth individuals, endowments, and foundations. As a part of these efforts, he built custom asset allocations to complement concentrated stock or private business holdings for clients. John holds a Bachelor of Arts in Economics and Computer Science from the College of the Holy Cross and is a CFA® charterholder. | ||
Michael Schoenhaut | Managing Director | 2009 | 2019 |
Biografia | Michael Schoenhaut, managing director, is a portfolio manager on JPMAM's Multi-Asset Solutions team, based in New York. Michael is responsible for a global suite of multi-asset income strategies and is lead portfolio manager across the funds. He focuses on asset allocation, portfolio construction, manager selection and risk management. He was previously a member of the SmartRetirement portfolio management team which was awarded the 2014 Morningstar U.S. Allocation Fund Manager of the Year for their efforts. An employee since 1997, Michael has held other positions within Multi-Asset Solutions, including portfolio manager for GTAA and balanced strategies and head of quantitative portfolio management. Michael earned a Bachelor of Science in Operations Research and Industrial Engineering from Cornell University and is a CFA charter holder. | ||
Patrik Jakobson | Managing Director, Portfolio Manager | 2002 | 2014 |
Biografia | Patrik Jakobson, managing director, is a client portfolio manager in Multi-Asset Solutions, based in New York. Patrik focuses extensively on asset allocation solutions with institutional clients and is a member of the Global Strategy team which establishes broad macroeconomic themes that are reflected across all portfolios managed globally by the team. An employee since 1987, Patrik was previously an equity and balanced portfolio manager, and prior to that he was a research analyst specializing in the retailing industry in corporate finance. He earned a BA in Economics from Harvard University and an MBA in Finance from the Wharton School. Patrik is Series 24, 7, and 63 licensed. | ||
Jeroen Huysinga | Managing Director | 2009 | 2011 |
Biografia | Jeroen Huysinga, managing director, is a senior portfolio manager in the Global Equities Team, based in London. An employee since 1997, he previously spent two years at Lombard Odier (UK) Ltd., where he was a Japanese equity portfolio manager. Prior to this, he held positions with the British Steel pension fund as a UK analyst and latterly a Japanese equity portfolio manager, after beginning his career at Lloyds Bank. Jeroen obtained a BA in Economics and International Studies from the University of Warwick. Jeroen is an associate of the Institute of Investment Management and Research. | ||
Christopher T. Blum | CIO (Chief Investment Officer) | 2008 | 2011 |
Biografia | Christopher T. Blum, managing director, is the CIO of the U.S. Behavioral Finance Group responsible for the Intrepid and Behavioral Small Cap strategies. He rejoined the firm in 2001, as a portfolio manager and headed the U.S. Behavioral Finance Small Cap Equity Group. Before that, Chris spent two years as a research analyst responsible for the valuation and acquisition of private equity assets at Pomona Capital. Prior to that, he spent over three years in the U.S. Structured Equity Group at J.P. Morgan where he focused on structured small-cap core and small-cap value accounts. Christopher earned his B.B.A. in finance at the Bernard M. Baruch School for Business and is a CFA charterholder. |
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