Matthew Werner

Matthew Werner Email and Phone Number

Executive Director | Private Wealth Alternatives | J.P. Morgan Asset Management @ J.P. Morgan Asset Management
Matthew Werner's Location
United States, United States
Matthew Werner's Contact Details

Matthew Werner work email

Matthew Werner personal email

n/a
About Matthew Werner

Matthew Werner is a Executive Director | Private Wealth Alternatives | J.P. Morgan Asset Management at J.P. Morgan Asset Management. He possess expertise in mutual funds, investments, series 7, asset allocation, series 63 and 12 more skills.

Matthew Werner's Current Company Details
J.P. Morgan Asset Management

J.P. Morgan Asset Management

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Executive Director | Private Wealth Alternatives | J.P. Morgan Asset Management
Matthew Werner Work Experience Details
  • J.P. Morgan Asset Management
    Executive Director- Alternatives Client Advisor
    J.P. Morgan Asset Management May 2022 - Present
    New York, Ny, Us
    Content is intended for institutional/wholesale/professionalclients and qualified investors only (not for retail investors) as defined by local laws and regulations. J.P. Morgan Asset Management is the brand for the asset management 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 a recommendation or endorsement by JPM for any product, service or strategy specific to any individual investor’s needs. Posts relating to J.P. Morgan Funds are for informational purposes only, not a specific recommendation/solicitation of J.P. Morgan Funds, investorsshould ensure they understand key risks and consult a retail financialrepresentative 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 via messaging 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 functionalityshould not be considered an endorsement of JPM products or services.
  • Angel Oak Capital Advisors, Llc
    Senior Vice President, Northeast Regional Director
    Angel Oak Capital Advisors, Llc Jun 2019 - May 2022
    Atlanta, Georgia, Us
    Responsible for Distribution of Public and Private Funds to Wirehouses, RIAs and Independents throughout the Northeast Region. Territory coverage includes: NYC, NJ, CT & Southern New England
  • Angel Oak Capital Advisors, Llc
    Vice President, Northeast Regional Director
    Angel Oak Capital Advisors, Llc Jun 2017 - Jun 2019
    Atlanta, Georgia, Us
  • J.P. Morgan Asset Management
    Vice President-Internal Client Advisor
    J.P. Morgan Asset Management Jun 2016 - Jul 2017
    New York, Ny, Us
    Internal Client Advisor at J.P. Morgan Funds, arming advisors with intellectual capital and investment solutions to help them build better portfolios. Covering Northern New Jersey and Westchester County NY markets.
  • J.P. Morgan Asset Management
    Associate-Internal Client Advisor
    J.P. Morgan Asset Management Mar 2014 - Jun 2016
    New York, Ny, Us
  • Alliancebernstein
    Regional Consultant
    Alliancebernstein Apr 2013 - Mar 2014
    Nashville, Tn, Us
    Responsible for sales of AllianceBernstein Investment Solutions throughout the Broker Dealer and Wire House Channel in Metro New York. Covering and managing territory sales in Merrill Lynch, UBS, Morgan Stanley, Wells Fargo Advisors and RBC.
  • Pgim
    Wealth Advisor
    Pgim 2008 - 2013
    Newark, Nj

Matthew Werner Skills

Mutual Funds Investments Series 7 Asset Allocation Series 63 Sales Separately Managed Accounts Capital Markets Asset Management Wealth Management Strategic Financial Planning Series 65 Risk Management Securities Alternative Investments Investment Strategies Etfs

Frequently Asked Questions about Matthew Werner

What company does Matthew Werner work for?

Matthew Werner works for J.p. Morgan Asset Management

What is Matthew Werner's role at the current company?

Matthew Werner's current role is Executive Director | Private Wealth Alternatives | J.P. Morgan Asset Management.

What is Matthew Werner's email address?

Matthew Werner's email address is ma****@****tal.com

What skills is Matthew Werner known for?

Matthew Werner has skills like Mutual Funds, Investments, Series 7, Asset Allocation, Series 63, Sales, Separately Managed Accounts, Capital Markets, Asset Management, Wealth Management, Strategic Financial Planning, Series 65.

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