NEO:JPM

Chris Meredith Joins J.P. Morgan Asset Management Solutions as CIO of Tax Smart Strategies

Retrieved on: 
Tuesday, April 9, 2024
CIO, Spinal muscular atrophies, Research, Growth, James O'Shaughnessy (investor), Index, JPMorgan Chase, ETF, Security (finance)

NEW YORK, April 9, 2024 /PRNewswire/ -- J.P. Morgan Asset Management today announced that Chris Meredith is joining as Chief Investment Officer (CIO) - Tax-Smart Strategies.

Key Points: 
  • NEW YORK, April 9, 2024 /PRNewswire/ -- J.P. Morgan Asset Management today announced that Chris Meredith is joining as Chief Investment Officer (CIO) - Tax-Smart Strategies.
  • Mr. Meredith joins J.P. Morgan Asset Management at a time where advisors and their clients are prioritizing seamless, digital-first experiences.
  • As CIO of Tax-Smart Strategies, Mr. Meredith will also partner closely to develop new products and capabilities with 55ip, J.P. Morgan Asset Management's tax-smart technology platform.
  • "I'm incredibly excited to join J.P. Morgan Asset Management Solutions as CIO of Tax-Smart Strategies," added Mr. Meredith.

ETF Veteran Jon Maier Joins J.P. Morgan Asset Management

Retrieved on: 
Wednesday, March 13, 2024
Growth, ETF, Firm, Merrill (company), AUM, Intelligence, JPMorgan Chase, Financial adviser

NEW YORK, March 13, 2024 /PRNewswire/ -- J.P. Morgan Asset Management ("The Firm") today announced that industry-veteran, Jon Maier, is joining as Chief ETF Strategist, effective March 18. In the role, Maier will lead ETF Insights, a global program of actionable thought leadership and resources for the rapidly growing and evolving ETF universe. 

Key Points: 
  • NEW YORK, March 13, 2024 /PRNewswire/ -- J.P. Morgan Asset Management ("The Firm") today announced that industry-veteran, Jon Maier, is joining as Chief ETF Strategist, effective March 18.
  • The Firm also received notable industry awards including Best Active ETF Issuer from ETF Express and ETF of the Year from both ETF.com and With Intelligence for JPMorgan Equity Premium Income ETF (JEPI)'s performance in 2023.1
    "We are particularly excited for Jon Maier to join our team," added Bryon Lake, Global Head of ETF Solutions at J.P. Morgan Asset Management.
  • "I'm thrilled to be joining the J.P. Morgan Asset Management ETF team," said Jon Maier.
  • ETF Insights joins a suite of award-winning investor programs from J.P. Morgan Asset Management, including Market Insights, which is celebrating its 20th year in 2024 as the industry standard in helping investors build better portfolios.

J.P. Morgan Asset Management Releases 2024 Guide to Retirement

Retrieved on: 
Wednesday, March 6, 2024
Market, JPMorgan Chase, Tax, Social, EBRI, Employee Benefit Research Institute, Social Security, Capital market, Research, Financial adviser

NEW YORK, March 6, 2024 /PRNewswire/ -- J.P. Morgan Asset Management today released the 12th edition of its annual Guide to Retirement, analyzing the most significant issues impacting retirement to help advisors and their clients, and defined contribution plan participants make informed planning decisions. This year's Guide leverages anonymized household data, and proprietary research that showcases real-life spending and saving patterns to help prepare for unforeseen spending shocks, and improve retirement outcomes.

Key Points: 
  • 12th edition of Guide examines key issues impacting retirement planning in 2024 including taxes, Social Security, and health care
    NEW YORK, March 6, 2024 /PRNewswire/ -- J.P. Morgan Asset Management today released the 12th edition of its annual Guide to Retirement , analyzing the most significant issues impacting retirement to help advisors and their clients, and defined contribution plan participants make informed planning decisions.
  • However, we feel optimistic for the future of retirement security as plan sponsors and legislators emphasize the need for broader access to retirement savings," said Michael Conrath, Chief Retirement Strategist, J.P. Morgan Asset Management.
  • "Our 2024 Guide to Retirement has been designed to help advisors provide long-term investing strategies to best position clients to reach their retirement goals and plan strategically for their future."
  • "Our clients trust and rely on the insights in the Guide to Retirement to turn complexity into clarity for the individuals and plan sponsors they serve," said Steve Rubino, Head of Retirement, J.P. Morgan Asset Management.

J.P. Morgan Life Sciences Private Capital Team Adds Healthcare Veteran and Past Seagen CEO David Epstein to Advisory Board

Retrieved on: 
Tuesday, February 27, 2024
Rubius, Odyssey, Senior, Inborn errors of metabolism, Investment, Drug development, Growth, Sale, IPO, University, Intuitive Surgical, Neurodegenerative disease, Analog Devices, National academy, J. P. Morgan, MIT, Genetic distance, American Philosophical Society, Business development, Journal, Therapy, Imatinib, SRL Diagnostics, MidOcean Partners, Distinction, Laboratory, Cornell University, Drug discovery, Weill Cornell Medicine, Provost, Panasonic Executive Partner, Abbott Laboratories, Flagship, Novartis, Medtronic, MACP, Harvard Medical School, Nilotinib, American Academy, Yale School of Medicine, JPMorgan Chase, AI, MD, Flagship Pioneering, Harvard University, MassMutual, Executive, Cancer, Management

NEW YORK, Feb. 27, 2024 /PRNewswire/ -- J.P. Morgan Life Sciences Private Capital today announced the addition of David Epstein to its Healthcare Advisory Board.

Key Points: 
  • NEW YORK, Feb. 27, 2024 /PRNewswire/ -- J.P. Morgan Life Sciences Private Capital today announced the addition of David Epstein to its Healthcare Advisory Board.
  • Mr. Epstein will now advise the J.P. Morgan Life Sciences Private Capital team.
  • The J.P. Morgan Life Sciences Private Capital team leverages JPMorgan Chase's scale, resources, data assets and healthcare expertise and sits within J.P. Morgan Private Capital, a venture and growth equity investment platform that is part of J.P. Morgan Asset Management.
  • The platform finances the continued growth of private companies and taps into significant pre-IPO value creation opportunities in the consumer and technology, and life sciences sectors.

J.P. Morgan Asset Management Launches 2024 College Planning Essentials Guide

Retrieved on: 
Thursday, February 15, 2024
FAFSA, JPMorgan Chase, Education, Risk

NEW YORK, Feb. 15, 2024 /PRNewswire/ -- J.P. Morgan Asset Management today launched its 2024 edition of College Planning Essentials, an informational tool intended to help financial advisors have more effective conversations around saving and investing for college with their clients. The guide can be accessed at jpmorgan.com/cpe.

Key Points: 
  • NEW YORK, Feb. 15, 2024 /PRNewswire/ -- J.P. Morgan Asset Management today launched its 2024 edition of College Planning Essentials, an informational tool intended to help financial advisors have more effective conversations around saving and investing for college with their clients.
  • College Planning Essentials features clear, compelling charts and data on the most current and relevant college planning topics to help advisors engage clients, debunk common myths associated with education costs and encourage informed saving and investing behaviors.
  • College Planning Essentials arms advisors with the content they need to have more helpful client conversations and reflects our commitment to providing the very best information and insights to help them do so."
  • J.P. Asset Management manages nearly $10 billion in 529 plan assets for more than 325,000 families nationwide.

Santander, Ramirez & Co. and Mischler Financial Group Join DirectBooks

Retrieved on: 
Wednesday, January 24, 2024
Emerging market, Mischler Financial Group, Security (finance)

NEW YORK and LONDON, Jan. 24, 2024 /PRNewswire/ -- DirectBooks, a global leader in primary markets communications, announced today that Santander, Ramirez & Co. and Mischler Financial Group have joined the platform. The recent additions increase the number of underwriters participating on DirectBooks to 34 worldwide.

Key Points: 
  • NEW YORK and LONDON, Jan. 24, 2024 /PRNewswire/ -- DirectBooks , a global leader in primary markets communications, announced today that Santander, Ramirez & Co. and Mischler Financial Group have joined the platform.
  • The recent additions increase the number of underwriters participating on DirectBooks to 34 worldwide.
  • "DirectBooks welcomes our newest members as we continue to fulfill our goal of broadening our global community of underwriters," said DirectBooks CEO, Rich Kerschner.
  • In 2023, DirectBooks celebrated a community growth milestone by surpassing 500 institutional investor accounts.

J.P. Morgan Releases 2024 Alternatives Outlook: Navigating a Shifting Investment Landscape

Retrieved on: 
Tuesday, January 16, 2024
J. P. Morgan, Investment, JPMorgan Chase, Research, Private equity, Commercial property

NEW YORK, Jan. 16, 2024 /PRNewswire/ -- J.P. Morgan today released its 2024 outlook for the alternative investment landscape. www.jpmorgan.com/altsoutlook.

Key Points: 
  • Research explores opportunities in Multi-Alternatives Strategies, Core Private Infrastructure, Private Equity and Commercial Real Estate
    NEW YORK, Jan. 16, 2024 /PRNewswire/ -- J.P. Morgan today released its 2024 outlook for the alternative investment landscape.
  • To help investors take advantage of these market dynamics, J.P. Morgan asked experienced investment leaders from across its $213 billion Global Alternatives platform to share their 12- to 18-month outlooks on several alternative investment markets.
  • "The case for investing in alternatives remains as strong as ever," said Anton Pil, Global Head of Alternatives for J.P. Morgan Asset Management.
  • Alternative investments can offer solutions to tap into new, dynamic investment opportunities designed to help better balance portfolio risk/return exposures.

The Women Presidents Organization and JPMorgan Chase Open Nominations for the 2024 50 Fastest Growing Women-Owned and/or Led Companies

Retrieved on: 
Tuesday, January 9, 2024
Woman, JPMorgan Chase, CO, Government, Equity, Organization, WPO, Accelerator, Commercial bank, Inclusion, Education, Growth, Drug

NEW YORK, Jan. 9, 2024 /PRNewswire/ -- The Women Presidents Organization (WPO) and JPMorgan Chase Commercial Banking are seeking nominees for the 50 Fastest Growing Women-Owned and/or Led Companies™ ranking. Nominations are open now and the deadline to apply is February 19, 2024.

Key Points: 
  • NEW YORK, Jan. 9, 2024 /PRNewswire/ -- The Women Presidents Organization ( WPO ) and JPMorgan Chase Commercial Banking are seeking nominees for the 50 Fastest Growing Women-Owned and/or Led Companies™ ranking.
  • The Accelerator will meet three times per year and provide an opportunity for the 50 Fastest winners to address issues specific to fast-growing businesses.
  • It is a celebration of the visionary women entrepreneurs steering these remarkable organizations to unprecedented success," emphasized Camille Burns, CEO of the Women Presidents Organization.
  • "We extend an open invitation to women-owned or -led companies across all industries to apply and receive the recognition they deserve.

Chad Tredway Rejoins J.P. Morgan as Head of Real Estate Americas, J.P. Morgan Asset Management

Retrieved on: 
Thursday, December 7, 2023
Sale, J. P. Morgan, Risk, JPMorgan Chase, Real estate, Commercial bank, Hamburg Commercial Bank, Trio, Observer Media, Retirement, Loyola University, Cryptocurrency

NEW YORK, Dec. 7, 2023 /PRNewswire/ -- J.P. Morgan today announced that Chad Tredway has rejoined the firm as the incoming Head of Real Estate Americas, J.P. Morgan Asset Management. 

Key Points: 
  • NEW YORK, Dec. 7, 2023 /PRNewswire/ -- J.P. Morgan today announced that Chad Tredway has rejoined the firm as the incoming Head of Real Estate Americas, J.P. Morgan Asset Management.
  • "From his previous time at J.P. Morgan and his presence in the industry, we know Chad to be a visionary leader who brings a powerful combination of real estate expertise and leadership experience," said Anton Pil, Head of Global Alternatives for J.P. Morgan Asset Management.
  • "We're excited to have him back at J.P. Morgan and are excited that Chad will extend Real Estate Americas' industry leadership."
  • Mr. Tredway founded Trio Investment Group, a real estate investment management boutique specializing in institutional sale-leaseback property with $250 million in assets.

BioCatch Welcomes Sallie Krawcheck and Liat Nadai Arad to Board of Directors

Retrieved on: 
Monday, December 4, 2023
Citigroup, Woman, Morgan Stanley Wealth Management, Safety, Behavior, Organization, Creativity, Head, EBITA, Data science, Fraud, M-Systems, Bain Capital, Modu, Work, JPMorgan Chase, EVP, Veteran, Own It, SanDisk, Investment company, LIAT, Human, Colonel, Citi Private Bank, Barron's, Deutsche Bank, Growth, TEL, ESG, Cryptocurrency, Ellevest

NEW YORK and TEL AVIV, Israel, Dec. 4, 2023 /PRNewswire/ -- BioCatch, the global leader in digital fraud and money laundering detection and response powered by behavioral biometric intelligence, today announced the addition of Sallie Krawcheck and Liat Nadai Arad to the company's board of directors. Together, the award-winning financial services and cybersecurity veterans bring more than 50 years of growth, operations, and innovation experience in support of BioCatch's expanding fraud detection and financial crime prevention product portfolio and market growth strategies.

Key Points: 
  • Sallie Krawcheck is the CEO and co-founder of Ellevest , an invest-tech and wealth management company, built by women, for women.
  • It is gives me great pleasure to welcome both Sallie and Liat to our Board of Directors."
  • Sallie Krawcheck and Liat Nadai Arad join BioCatch in parallel with the company's realization of $100M in annual recurring revenue , the achievement of protecting more than 315 million banking customer from fraud and financial crime globally, and the accomplishment of EBITA profitability.
  • "I try to be thoughtful in choosing the organizations that I work with in today's fast-moving financial technology landscape," said Sallie Krawcheck.