Managing Director Head of Equity
Miles Wixon, CFA®, is a Managing Director and the Head of Equity for J.P. Morgan Private Bank CIO Team, based in New York. He is a member of the Private Bank’s Global Investment Council. Miles is responsible for coordinating the Private Bank CIO Team’s research and strategy efforts across global equity markets. In this capacity he works closely with the firm’s Manager Selection, Portfolio Analytics, Investment Strategy, and Risk Management teams to ensure equity themes and investment positions held in client portfolios (including region, sector, capitalization, active and passive) are underwritten and implemented using a disciplined, systematic asset class framework.
Miles joined J.P. Morgan in 2016 with 20 years of capital markets experience and brings substantial experience in bottom-up, fundamental equity research and portfolio management. Previously, Miles was a Portfolio Manager at McKinley Capital Management where he managed international equity strategies. Prior to joining McKinley, Miles was a Senior Vice President and Portfolio Manager for Oppenheimer’s Global Equity Strategy where he co-managed a team of international sector analysts dedicated to a bottom-up, fundamental investment process. He was also a Managing Director at Rockefeller & Company where he co-managed global, international and U.S. equity strategies. Miles began his career as a Japanese Financial sector analyst at Nikko Salomon Smith Barney in Tokyo.
Miles holds a M.A. in International Affairs from Columbia University and a B.A. in International Relations, Political Science, Japanese Language and Literature and Asian Studies from the University of Wisconsin-Madison. He is a CFA® charterholder.
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