JPMorgan Investment Management
Description
Address: 200 W College Ave, Appleton, WI 54911 Phone: (920) 735-1417Category: : : Hours: Website: : : Place name: : : Website: https://am.jpmorgan.com/private-bank/public/gl/en/home Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of JP Morgan Private Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review
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JPMorgan Investment Management Employees
Employee
Years
Job
Industry
Christine Kluger Christine Kluger's JPMorgan Investment Management Experience April 2007 - December 2012
Job Investment Analyst at OCERS
Industry Investment Management
Experience
Orange County Employees Retirement System December 2012 - Present
JPMorgan Investment Management April 2007 - December 2012
JPMorgan Securities, Inc. August 2005 - April 2007
Waddell & Reed, Inc January 2004 - August 2005
Skills
Capital Markets, Investment Advisory, Pension Funds, Portfolio Optimization, Portfolio Management, Real Estate, Institutional..., Bloomberg, Economics, Equities, Risk Measurement, Private Equity, Fixed Income, Mezzanine, Hedge Funds, Infrastructure, REIT, Internal & External..., Risk Budgeting, Alternative Investments, Investment Management, Asset Allocation, Asset Managment, Public Speaking, Institutional Investors, Organization &..., Financial Advisory
Education
The University of New Mexico 2001 — 2003
Bachelor of Arts (B.A.), Economics and Sociology, 4.0
Indiana University Bloomington 1999 — 2001
Business Administration and Management, General, 3.8
Orange County Employees Retirement System December 2012 - Present
JPMorgan Investment Management April 2007 - December 2012
JPMorgan Securities, Inc. August 2005 - April 2007
Waddell & Reed, Inc January 2004 - August 2005
Skills
Capital Markets, Investment Advisory, Pension Funds, Portfolio Optimization, Portfolio Management, Real Estate, Institutional..., Bloomberg, Economics, Equities, Risk Measurement, Private Equity, Fixed Income, Mezzanine, Hedge Funds, Infrastructure, REIT, Internal & External..., Risk Budgeting, Alternative Investments, Investment Management, Asset Allocation, Asset Managment, Public Speaking, Institutional Investors, Organization &..., Financial Advisory
Education
The University of New Mexico 2001 — 2003
Bachelor of Arts (B.A.), Economics and Sociology, 4.0
Indiana University Bloomington 1999 — 2001
Business Administration and Management, General, 3.8
John Fenn John Fenn's JPMorgan Investment Management Experience 2000 - 2003
Job Corporate Credit Strategist/Analyst/PM
Industry Financial Services
Experience
Citi 2003 - 2013
JPMorgan Investment Management 2000 - 2003
Invesco 1999 - 2000
GE Capital 1994 - 1999
Credit Suisse 1989 - 1994
Skills
Portfolio Management, Credit, Investments, Fixed Income, Structured Finance, Financial Modeling, Equities, Bloomberg, Banking, High Yield, Financial Structuring, Financial Risk, Project Finance, Credit Risk, Valuation, Leveraged Finance, Capital Markets
Education
Wharton School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
City University of New York-Herbert H. Lehman College
Bachelor of Arts (BA), Mathematics
Citi 2003 - 2013
JPMorgan Investment Management 2000 - 2003
Invesco 1999 - 2000
GE Capital 1994 - 1999
Credit Suisse 1989 - 1994
Skills
Portfolio Management, Credit, Investments, Fixed Income, Structured Finance, Financial Modeling, Equities, Bloomberg, Banking, High Yield, Financial Structuring, Financial Risk, Project Finance, Credit Risk, Valuation, Leveraged Finance, Capital Markets
Education
Wharton School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
City University of New York-Herbert H. Lehman College
Bachelor of Arts (BA), Mathematics
Gordon Stransky's JPMorgan Investment Management Experience October 2006 - September 2010
Job Portfolio Manager at J.P. Morgan Asset Management
Industry Investment Management
Experience
JPMorgan Vice PresidentJ.P. Morgan Asset ManagementVice PresidentJPMorganSeptember 2010 - Present
J.P. Morgan Asset Management September 2010 - Present
J.P. Morgan Asset Management October 2006 - Present
JPMorgan Investment Management October 2006 - September 2010
Glenmede Trust Company June 2005 - October 2006
Vanguard Group June 2004 - August 2004
Skills
Portfolio Management, Investments, Emerging Markets, Investment Management, Financial Modeling, Wealth Management, Capital Markets, Valuation, Fixed Income
Education
Bucknell University 2001 — 2005
Bachelor of Science, Business Management
Bucknell University 2001 — 2005
Bachelor of Science (B.S.)
JPMorgan Vice PresidentJ.P. Morgan Asset ManagementVice PresidentJPMorganSeptember 2010 - Present
J.P. Morgan Asset Management September 2010 - Present
J.P. Morgan Asset Management October 2006 - Present
JPMorgan Investment Management October 2006 - September 2010
Glenmede Trust Company June 2005 - October 2006
Vanguard Group June 2004 - August 2004
Skills
Portfolio Management, Investments, Emerging Markets, Investment Management, Financial Modeling, Wealth Management, Capital Markets, Valuation, Fixed Income
Education
Bucknell University 2001 — 2005
Bachelor of Science, Business Management
Bucknell University 2001 — 2005
Bachelor of Science (B.S.)
ALICE GELUSO's JPMorgan Investment Management Experience January 1994 - January 2003
Job Investment Management Portfolio Administration Professional
Industry Investment Management
Experience
Allen and Company LLC-Family/Private Owned Broker/Dealer October 2005 - September 2010
Stillwater Capital Partners, Inc February 2004 - September 2005
JPMorgan Investment Management January 1994 - January 2003
JPMorgan Investment Management January 1988 - January 1994
JPMorgan Investment Management January 1981 - January 1988
Education
Queensborough Community College
A.A.S, Accounting
Allen and Company LLC-Family/Private Owned Broker/Dealer October 2005 - September 2010
Stillwater Capital Partners, Inc February 2004 - September 2005
JPMorgan Investment Management January 1994 - January 2003
JPMorgan Investment Management January 1988 - January 1994
JPMorgan Investment Management January 1981 - January 1988
Education
Queensborough Community College
A.A.S, Accounting
Charles Minas Charles Minas's JPMorgan Investment Management Experience June 2007 - December 2009
Job VP Legal Oversight and Control Manager JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2013 - Present
J.P. Morgan Investment Bank January 2011 - November 2013
Barclays Capital January 2010 - December 2010
JPMorgan Investment Management June 2007 - December 2009
JPMorgan Investment Management May 1999 - May 2007
JPMorgan Asset Management May 1995 - April 1999
Citibank N.A June 1991 - April 1995
Volvo Fincnace North America March 1986 - May 1991
Skills
Fixed Income, Risk Management, Financial Services, Portfolio Management, Management, Equities, Banking, Derivatives, Investments, Securities, Trading, Credit Risk, Finance, Credit, Financial Risk
Education
LIU Post 1988 — 1991
MBA, Finance
Fairleigh Dickinson University 1981 — 1984
Bachelor's Degree, Accounting
Edward Williams College 1981 — 1983
AA, Liberal Arts
JPMorgan Chase December 2013 - Present
J.P. Morgan Investment Bank January 2011 - November 2013
Barclays Capital January 2010 - December 2010
JPMorgan Investment Management June 2007 - December 2009
JPMorgan Investment Management May 1999 - May 2007
JPMorgan Asset Management May 1995 - April 1999
Citibank N.A June 1991 - April 1995
Volvo Fincnace North America March 1986 - May 1991
Skills
Fixed Income, Risk Management, Financial Services, Portfolio Management, Management, Equities, Banking, Derivatives, Investments, Securities, Trading, Credit Risk, Finance, Credit, Financial Risk
Education
LIU Post 1988 — 1991
MBA, Finance
Fairleigh Dickinson University 1981 — 1984
Bachelor's Degree, Accounting
Edward Williams College 1981 — 1983
AA, Liberal Arts
David Butler David Butler's JPMorgan Investment Management Experience 2006 - 2009
Job Managing Partner, Argosy Real Estate Partners
Industry Real Estate
Experience
Argosy Real Estate Partners 2009 - Present
JPMorgan Investment Management 2006 - 2009
AIG Global Real Estate Investment Group 2003 - 2006
Robertson Stephens (Bank of America / FleetBoston) 1997 - 2002
Skills
Acquisitions, Investments, Real Estate Development, Valuation, Asset Management, Asset Managment, Due Diligence, Investment Properties, Mergers & Acquisitions, Real Estate, Corporate Finance, Real Estate Private..., Real Estate Economics, LBO, Mergers, Real Estate Transactions, Joint Ventures, Disposition, Deal Sourcing, Portfolio Management, Private Equity
Education
Stanford University 1992 — 1997
BS and BA, Civil Engineering and Economics
University of Pennsylvania - The Wharton School
MBA, Finance, General
Argosy Real Estate Partners 2009 - Present
JPMorgan Investment Management 2006 - 2009
AIG Global Real Estate Investment Group 2003 - 2006
Robertson Stephens (Bank of America / FleetBoston) 1997 - 2002
Skills
Acquisitions, Investments, Real Estate Development, Valuation, Asset Management, Asset Managment, Due Diligence, Investment Properties, Mergers & Acquisitions, Real Estate, Corporate Finance, Real Estate Private..., Real Estate Economics, LBO, Mergers, Real Estate Transactions, Joint Ventures, Disposition, Deal Sourcing, Portfolio Management, Private Equity
Education
Stanford University 1992 — 1997
BS and BA, Civil Engineering and Economics
University of Pennsylvania - The Wharton School
MBA, Finance, General
Lisa Gaffney Lisa Gaffney's JPMorgan Investment Management Experience 2002 - 2004
Job Consultant; creating financial and operating agility for social sector clients; based in DC and NYC
Industry Management Consulting
Experience
MarketMatters Group LLC January 2015 - Present
Taproot Foundation 2009 - 2015
FINCA International January 2013 - December 2014
US Securities and Exchange Commission May 2013 - July 2013
Credit Suisse 2010 - 2011
Lehman Brothers Asset Management/Neuberger Berman 2004 - 2008
JPMorgan Investment Management 2002 - 2004
Deutsche Bank Securities 1999 - 2002
CIBC World Markets 1997 - 1999
Bear Stearns 1996 - 1997
Skills
Financial Analysis, Business Analysis, Credit Analysis, Financial Statement..., Financial Forecasting, Investment Management, Research, Nonprofit Consulting, Grants, Program Management, Project Management, Non-profit Boards, Building Relationships, Consultative Selling, Oral & Written..., Teamwork, Client Relationship..., High Yield, Corporate Bonds, Interpersonal..., Sell Side, Valuation, Non-profits, CRM, Fixed Income, Nonprofits, Management Consulting, Investments, Portfolio Management, Mergers & Acquisitions, Capital Markets, Finance, Due Diligence, Corporates, Strategy, Strategic Planning, Financial Services, Selling, Investment Banking, Business Strategy, Business Development
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Duke University 1977 — 1981
BA, Economics
Walter Johnson High School
MarketMatters Group LLC January 2015 - Present
Taproot Foundation 2009 - 2015
FINCA International January 2013 - December 2014
US Securities and Exchange Commission May 2013 - July 2013
Credit Suisse 2010 - 2011
Lehman Brothers Asset Management/Neuberger Berman 2004 - 2008
JPMorgan Investment Management 2002 - 2004
Deutsche Bank Securities 1999 - 2002
CIBC World Markets 1997 - 1999
Bear Stearns 1996 - 1997
Skills
Financial Analysis, Business Analysis, Credit Analysis, Financial Statement..., Financial Forecasting, Investment Management, Research, Nonprofit Consulting, Grants, Program Management, Project Management, Non-profit Boards, Building Relationships, Consultative Selling, Oral & Written..., Teamwork, Client Relationship..., High Yield, Corporate Bonds, Interpersonal..., Sell Side, Valuation, Non-profits, CRM, Fixed Income, Nonprofits, Management Consulting, Investments, Portfolio Management, Mergers & Acquisitions, Capital Markets, Finance, Due Diligence, Corporates, Strategy, Strategic Planning, Financial Services, Selling, Investment Banking, Business Strategy, Business Development
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Duke University 1977 — 1981
BA, Economics
Walter Johnson High School
Jeffrey Jackman Jeffrey Jackman's JPMorgan Investment Management Experience November 1994 - May 1998
Job Director of Investments at William Penn Foundation
Industry Financial Services
Experience
William Penn Foundation September 2010 - Present
GRN Old Bridge April 2009 - November 2009
JPMorgan Chase July 2000 - August 2008
JPMorgan Asset Management June 1998 - July 2000
JPMorgan Investment Management November 1994 - May 1998
Merrill Lynch July 1992 - October 1994
Skills
Analysis, Asset Allocation, Asset Management, Banking, Bonds, Corporate Finance, Due Diligence, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Performance Measurement, Private Equity, Securities, Trading, Valuation
Education
Boston University 2004 — 2006
MS, Banking and Financial Management
Rutgers University-New Brunswick 1988 — 1992
BA, Economics
William Penn Foundation September 2010 - Present
GRN Old Bridge April 2009 - November 2009
JPMorgan Chase July 2000 - August 2008
JPMorgan Asset Management June 1998 - July 2000
JPMorgan Investment Management November 1994 - May 1998
Merrill Lynch July 1992 - October 1994
Skills
Analysis, Asset Allocation, Asset Management, Banking, Bonds, Corporate Finance, Due Diligence, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Performance Measurement, Private Equity, Securities, Trading, Valuation
Education
Boston University 2004 — 2006
MS, Banking and Financial Management
Rutgers University-New Brunswick 1988 — 1992
BA, Economics
Brendyn Grimaldi's JPMorgan Investment Management Experience 2001 - 2003
Job Principal at Halyard Capital
Industry Venture Capital & Private Equity
Experience
Halyard Capital July 2005 - Present
Credit Suisse July 2003 - June 2005
JPMorgan Investment Management 2001 - 2003
Skills
Private Equity
Education
Boston College 1997 — 2001
BS, Finance Economics
Halyard Capital July 2005 - Present
Credit Suisse July 2003 - June 2005
JPMorgan Investment Management 2001 - 2003
Skills
Private Equity
Education
Boston College 1997 — 2001
BS, Finance Economics
Charles Brady Charles Brady's JPMorgan Investment Management Experience 1990 - 1995
Job
Industry Financial Services
Experience
Arapaho Research Partners January 2011 - Present
NYU January 2008 - May 2012
CCM 2011 - 2012
Argus Research March 2008 - July 2009
Credit Lyonnais 1999 - 2004
JPMorgan Investment Management 1990 - 1995
U.S. Military 1975 - 1980
Skills
Equity Research, Fixed Income Analysis, Modeling, Equities, Financial Modeling, Valuation, Investments, Portfolio Management, Hedge Funds, Capital Markets, Securities, Financial Analysis, Fixed Income, Asset Managment, Bloomberg, Economics, Private Equity, Corporate Finance, Finance, Alternative Investments, Restructuring, Equity Valuation, Competitive Analysis, Mergers & Acquisitions, Emerging Markets, Due Diligence, Financial Markets, Options, Strategic Financial..., Quantitative Analytics, Venture Capital, Bonds, Series 7, Asset Allocation, Trading, Financial Services, Derivatives, Structured Finance, Investment Management, Mutual Funds, Investment Banking, Wealth Management, Asset Management, Bloomberg Terminal, Macroeconomics, Series 63, Commodity, Risk Management, Investor Relations, Business Valuation
Education
The University of Chicago - Booth School of Business 1981 — 1982
MBA
United States Military Academy at West Point 1971 — 1975
B.S.
Arapaho Research Partners January 2011 - Present
NYU January 2008 - May 2012
CCM 2011 - 2012
Argus Research March 2008 - July 2009
Credit Lyonnais 1999 - 2004
JPMorgan Investment Management 1990 - 1995
U.S. Military 1975 - 1980
Skills
Equity Research, Fixed Income Analysis, Modeling, Equities, Financial Modeling, Valuation, Investments, Portfolio Management, Hedge Funds, Capital Markets, Securities, Financial Analysis, Fixed Income, Asset Managment, Bloomberg, Economics, Private Equity, Corporate Finance, Finance, Alternative Investments, Restructuring, Equity Valuation, Competitive Analysis, Mergers & Acquisitions, Emerging Markets, Due Diligence, Financial Markets, Options, Strategic Financial..., Quantitative Analytics, Venture Capital, Bonds, Series 7, Asset Allocation, Trading, Financial Services, Derivatives, Structured Finance, Investment Management, Mutual Funds, Investment Banking, Wealth Management, Asset Management, Bloomberg Terminal, Macroeconomics, Series 63, Commodity, Risk Management, Investor Relations, Business Valuation
Education
The University of Chicago - Booth School of Business 1981 — 1982
MBA
United States Military Academy at West Point 1971 — 1975
B.S.
Dwayne Justice Dwayne Justice's JPMorgan Investment Management Experience January 2007 - March 2012
Job Manager, US Institutional KYC Team at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan April 2012 - Present
JPMorgan Investment Management January 2007 - March 2012
Education
Franklin University 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
The Ohio State University 1986 — 1991
Bachelor of Science (B.S.), Business (Double Major: Finance & Real Estate)
J.P. Morgan April 2012 - Present
JPMorgan Investment Management January 2007 - March 2012
Education
Franklin University 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
The Ohio State University 1986 — 1991
Bachelor of Science (B.S.), Business (Double Major: Finance & Real Estate)
Robert Kong's JPMorgan Investment Management Experience July 1990 - December 1998
Job VP, Technology Project Team Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America July 2006 - Present
Safra National Bank of New York October 2003 - May 2006
Citibank January 1999 - December 2002
JPMorgan Investment Management July 1990 - December 1998
Skills
Derivatives, Fixed Income, Equities, Banking, Business Analysis, Project Management, Information Technology, IT Infrastructure..., Vendor Management, IT Operations, Risk Management, Portfolio Management, Trading Systems, Financial Services, SDLC, IT Strategy, Process Improvement, Program Management
Education
New York University
Bank of America July 2006 - Present
Safra National Bank of New York October 2003 - May 2006
Citibank January 1999 - December 2002
JPMorgan Investment Management July 1990 - December 1998
Skills
Derivatives, Fixed Income, Equities, Banking, Business Analysis, Project Management, Information Technology, IT Infrastructure..., Vendor Management, IT Operations, Risk Management, Portfolio Management, Trading Systems, Financial Services, SDLC, IT Strategy, Process Improvement, Program Management
Education
New York University
Salvatore Rubino's JPMorgan Investment Management Experience 2000 - 2001
Job Firmwide Risk Management at J.P. Morgan
Industry Banking
Experience
J.P. Morgan September 2014 - Present
RBS December 2012 - March 2014
MF Global UK Ltd. August 2011 - November 2011
Commerzbank AG February 2010 - October 2010
Citi Alternatives Tribeca Global Management 2006 - 2007
Credit Suisse First Boston 2001 - 2005
JPMorgan Investment Management 2000 - 2001
Merrill Lynch 1995 - 1999
NatWest Markets 1992 - 1995
Société Générale 1988 - 1992
Skills
FX Options, Derivatives, Trading, Financial Markets, Options, Structured Products, FX Derivatives, Fixed Income, Portfolio Management, Hedge Funds, Equity Derivatives, Risk Management, Proprietary Trading, Currency, Bloomberg, Trading Systems, Hedging, FX trading, Market Risk, Electronic Trading, Emerging Markets, Alternative Investments, Market Making, Global Macro, Financial Risk, Prime Brokerage, Trading Strategies, Interest Rate..., Commodity, Quantitative Finance, Foreign Exchange, Volatility, Investment Strategies, Asset Allocation, Financial Structuring, Asset Management, Asset Managment, Risk, FX
Education
Massachusetts Institute of Technology
S.B., Philosophy, Mathematics, Physics
J.P. Morgan September 2014 - Present
RBS December 2012 - March 2014
MF Global UK Ltd. August 2011 - November 2011
Commerzbank AG February 2010 - October 2010
Citi Alternatives Tribeca Global Management 2006 - 2007
Credit Suisse First Boston 2001 - 2005
JPMorgan Investment Management 2000 - 2001
Merrill Lynch 1995 - 1999
NatWest Markets 1992 - 1995
Société Générale 1988 - 1992
Skills
FX Options, Derivatives, Trading, Financial Markets, Options, Structured Products, FX Derivatives, Fixed Income, Portfolio Management, Hedge Funds, Equity Derivatives, Risk Management, Proprietary Trading, Currency, Bloomberg, Trading Systems, Hedging, FX trading, Market Risk, Electronic Trading, Emerging Markets, Alternative Investments, Market Making, Global Macro, Financial Risk, Prime Brokerage, Trading Strategies, Interest Rate..., Commodity, Quantitative Finance, Foreign Exchange, Volatility, Investment Strategies, Asset Allocation, Financial Structuring, Asset Management, Asset Managment, Risk, FX
Education
Massachusetts Institute of Technology
S.B., Philosophy, Mathematics, Physics
Ann Wengert's JPMorgan Investment Management Experience 1980 - 1988
Job Independent Real Estate Professional
Industry Real Estate
Experience
Property Capital 1995 - 2001
The Yarmouth Group 1988 - 1995
JPMorgan Investment Management 1980 - 1988
Education
Bucknell University 1970 — 1974
Property Capital 1995 - 2001
The Yarmouth Group 1988 - 1995
JPMorgan Investment Management 1980 - 1988
Education
Bucknell University 1970 — 1974
Frank Curley's JPMorgan Investment Management Experience July 2004 - February 2006
Job Compliance Consultant
Industry Financial Services
Experience
Compliance Consultant 2009 - Present
Pequot Capital March 2006 - May 2009
JPMorgan Investment Management July 2004 - February 2006
Skills
Alternative Investments, Securities, Compliance, Derivatives, Fixed Income, Equities, Private Equity, Structured Products, Investment Advisory, Asset Management, Hedge Funds
Education
MBA Pace University 1980 — 1984
Finance, Finance
State University of New York College at Oneonta 1971 — 1975
Compliance Consultant 2009 - Present
Pequot Capital March 2006 - May 2009
JPMorgan Investment Management July 2004 - February 2006
Skills
Alternative Investments, Securities, Compliance, Derivatives, Fixed Income, Equities, Private Equity, Structured Products, Investment Advisory, Asset Management, Hedge Funds
Education
MBA Pace University 1980 — 1984
Finance, Finance
State University of New York College at Oneonta 1971 — 1975
Satch Mehta's JPMorgan Investment Management Experience 1984 - 2002
Job Managing Partner at Neon Liberty Capital management
Industry Investment Management
Experience
Neon Liberty Capital management January 2003 - Present
JP Morgan 1984 - 2002
JPMorgan Investment Management 1984 - 2002
Education
London Business School
Master of Business Administration (MBA)
Oxford University
Neon Liberty Capital management January 2003 - Present
JP Morgan 1984 - 2002
JPMorgan Investment Management 1984 - 2002
Education
London Business School
Master of Business Administration (MBA)
Oxford University
Tonya Vance's JPMorgan Investment Management Experience 1996 - Present
Job Executive Director JPMorgan Investment Management
Industry Investment Management
Experience
JPMorgan Chase Investment Mgmt April 1996 - Present
JPMorgan Investment Management 1996 - Present
Ernst & Young January 1991 - April 1996
Skills
Bloomberg, Electronic Trading, Middle Office, Trading, Integration, Risk Management, SDLC, Management, Financial Markets, Options, Fixed Income, Prime Brokerage, Team Building, Financial Services, Asset Management
Education
Franklin University 1984 — 1986
Data Management
Marion Technical College 1982 — 1984
Data Processing
JPMorgan Chase Investment Mgmt April 1996 - Present
JPMorgan Investment Management 1996 - Present
Ernst & Young January 1991 - April 1996
Skills
Bloomberg, Electronic Trading, Middle Office, Trading, Integration, Risk Management, SDLC, Management, Financial Markets, Options, Fixed Income, Prime Brokerage, Team Building, Financial Services, Asset Management
Education
Franklin University 1984 — 1986
Data Management
Marion Technical College 1982 — 1984
Data Processing
Charisse A. Conanan Johnson, CFA's JPMorgan Investment Management Experience June 2002 - June 2008
Job Idea Generator, Financial Wellness Expert, and Investor
Industry Financial Services
Experience
Chicago Infrastructure Trust December 2014 - Present
The Charisse Amanda Group November 2012 - Present
Smarteys, Inc June 2010 - June 2014
JPMorgan Investment Management June 2002 - June 2008
Skills
Digital Media, Strategic Partnerships, Entrepreneurship, Leadership, Competitive Analysis, Strategy, Financial Modeling, Business Strategy, Start-ups, Finance, Portfolio Management, Digital Innovation, Business Planning, Market Research, Marketing, Strategic Financial..., Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Entrepreneurship and Strategic Management
Yale University 1998 — 2002
Bachelor, Economics and American Studies
Chicago Infrastructure Trust December 2014 - Present
The Charisse Amanda Group November 2012 - Present
Smarteys, Inc June 2010 - June 2014
JPMorgan Investment Management June 2002 - June 2008
Skills
Digital Media, Strategic Partnerships, Entrepreneurship, Leadership, Competitive Analysis, Strategy, Financial Modeling, Business Strategy, Start-ups, Finance, Portfolio Management, Digital Innovation, Business Planning, Market Research, Marketing, Strategic Financial..., Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Entrepreneurship and Strategic Management
Yale University 1998 — 2002
Bachelor, Economics and American Studies
Brian Bovino's JPMorgan Investment Management Experience July 2015 - Present
Job Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
JPMorgan Investment Management July 2015 - Present
J.P. Morgan Asset Management September 2014 - July 2015
J.P. Morgan Private Bank August 2013 - September 2014
JP Morgan Asset Management July 2011 - July 2013
The Boston Consulting Group August 2010 - May 2011
JP Morgan June 2010 - August 2010
Kappa Sigma Fraternity October 2008 - June 2010
The Boston Consulting Group August 2009 - May 2010
JPMorgan Chase & Co June 2009 - August 2009
Skills
Problem Solving, Teamwork, Hard Worker, Series 7, Series 63
Education
Bentley University 2007 — 2011
Bachelor of Science, Marketing and Liberal Studies Major of Media and Culture
Northern Highlands Regional High School 2003 — 2007
JPMorgan Investment Management July 2015 - Present
J.P. Morgan Asset Management September 2014 - July 2015
J.P. Morgan Private Bank August 2013 - September 2014
JP Morgan Asset Management July 2011 - July 2013
The Boston Consulting Group August 2010 - May 2011
JP Morgan June 2010 - August 2010
Kappa Sigma Fraternity October 2008 - June 2010
The Boston Consulting Group August 2009 - May 2010
JPMorgan Chase & Co June 2009 - August 2009
Skills
Problem Solving, Teamwork, Hard Worker, Series 7, Series 63
Education
Bentley University 2007 — 2011
Bachelor of Science, Marketing and Liberal Studies Major of Media and Culture
Northern Highlands Regional High School 2003 — 2007
Lawrence Fuchs's JPMorgan Investment Management Experience March 2002 - Present
Job Chief Operating Officer for JPMorgan Asset Management Global Real Assets
Industry Financial Services
Experience
JPMorgan Investment Management March 2002 - Present
Education
Hofstra University
Bachelor of Business Administration, Finance, General
JPMorgan Investment Management March 2002 - Present
Education
Hofstra University
Bachelor of Business Administration, Finance, General