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Jo L. Email & Phone Number

Vice President - Portfolio Design Specialist at BlackRock
Location: New York, United States 10 work roles 1 school
1 work email found @morningstar.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@morningstar.com
LinkedIn Profile matched
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Current company
Role
Vice President - Portfolio Design Specialist
Location
New York, United States
Company size

Who is Jo L.? Overview

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Quick answer

Jo L. is listed as Vice President - Portfolio Design Specialist at BlackRock, a with 30658 employees, based in New York, United States. AeroLeads shows a work email signal at morningstar.com and a matched LinkedIn profile for Jo L..

Jo L. previously worked as Investment Specialist – U.S. Equity at J.P. Morgan Asset Management and Internal Client Advisor at J.P. Morgan Asset Management. Jo L. holds Bachelor’S Degree, Economics from New York University.

Company email context

Email format at BlackRock

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*@morningstar.com
68% confidence

AeroLeads found 1 current-domain work email signal for Jo L.. Compare company email patterns before reaching out.

Profile bio

About Jo L.

As an Internal Client Advisor at J.P. Morgan Asset Management, I leverage my analytical and communication skills to provide investment solutions and market insights to financial advisors and their clients. Prior to joining J.P. Morgan, I was an Advisor Success Manager at Morningstar, where I helped advisors scale their businesses and optimize their use of Morningstar's platform software and research. I also have experience as a Private Client Associate and Team Lead at Bernstein Private Wealth Management, where I managed client relationships and oversaw a portfolio of over $1 billion in assets. My mission is to help clients achieve their financial goals and deliver exceptional service.

Current workplace

Jo L.'s current company

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BlackRock
Blackrock
Vice President - Portfolio Design Specialist
Chicago, IL, US
Website
Employees
30658
AeroLeads page
10 roles

Jo L. work experience

A career timeline built from the work history available for this profile.

Vice President - Portfolio Design Specialist

Chicago, Il, Us

Business Development Intern

New York, Ny, Us

Oct 2016 - Mar 2017

Assistant Database Administrator

New York, Ny, Us

• Promoted to return from January 2016 to May 2016 and research methods of data scrubbing and coding for automatic entry using Python • Built a new database to analyze data on student usage and availability of online resources for budgeting using Microsoft Access, Microsoft Excel and FileMaker

Oct 2014 - May 2015

E-Commerce Merchandising Intern

Casellina Di Scandicci, Florence, It

• Identified effective website layout and marketing strategies in preparation for initial launch of Gucci’s makeup line• Analyzed irregular product consumption patterns by organizing Gucci's e-commerce data on consumer sales and quantity using Microsoft Excel• Presented unique and relevant findings to e-commerce buyer to influence purchasing for upcoming seasons

Sep 2014 - Dec 2014
Team & coworkers

Colleagues at BlackRock

Other employees you can reach at blackrock.com. View company contacts for 30658 employees →

1 education record

Jo L. education

  • New York University
    New York University
    Economics
FAQ

Frequently asked questions about Jo L.

Quick answers generated from the profile data available on this page.

What company does Jo L. work for?

Jo L. works for BlackRock.

What is Jo L.'s role at BlackRock?

Jo L. is listed as Vice President - Portfolio Design Specialist at BlackRock.

What is Jo L.'s email address?

AeroLeads has found 1 work email signal at @morningstar.com for Jo L. at BlackRock.

Where is Jo L. based?

Jo L. is based in New York, United States while working with BlackRock.

What companies has Jo L. worked for?

Jo L. has worked for Blackrock, J.P. Morgan Asset Management, Bernstein Private Wealth Management, Cibc Private Wealth Us, and Ripple Match.

Who are Jo L.'s colleagues at BlackRock?

Jo L.'s colleagues at BlackRock include Loes Tiemes, Adam Pribek, Max Berry, Andrew Stolowitz, and Michael Buchcar.

How can I contact Jo L.?

You can use AeroLeads to view verified contact signals for Jo L. at BlackRock, including work email, phone, and LinkedIn data when available.

What schools did Jo L. attend?

Jo L. holds Bachelor’S Degree, Economics from New York University.

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