Executive Director - Client Advisor
CurrentResponsible for all aspects of business development and sales in NYC Region for J.P.Morgan US Advisor Wealth Management Division. My responsibilities include delivering J.P.Morgan investment solutions and intellectual capital to premier financial advisors at the major wealth management firms. Areas of focus include equity, fixed income, alternatives, retirement and 529 plans. Content is intended for institutional/wholesale/professional clients andqualified investors only (not for retail investors) as defined by local laws andregulations. J.P. Morgan Asset Management is the brand for the assetmanagement business of JPMorgan Chase & Co. and its affiliates worldwide(collectively “JPM”).Opinions and comments may not reflect those of J.P. Morgan or its affiliates.Content is intended for US audience only, and should not be considered arecommendation or endorsement by JPM for any product, service or strategyspecific to any individual investor’s needs. Posts relating to J.P. Morgan Fundsare for informational purposes only, not a specific recommendation/solicitation ofJ.P. Morgan Funds, investors should ensure they understand key risks andconsult a retail financial representative before making any investment decisions(including investing in a Fund or strategy).JPM does not provide tax or legal advice, and will not accept orders viamessaging systems. JPM is not responsible for third-party posted content.Experience, skills, awards or Rankings are not indications of future results."Likes", "Favorites", shares or similar functionality should not be considered anendorsement of JPM products or services. Additional disclosures and importantinformation, can be found here: https://am.jpmorgan.com/us/en/assetmanagement/per/site-disclaimer
