Global Head of Multi-Asset and Portfolio Solutions
Monica Issar is the Global Head of J.P. Morgan Wealth Management’s Multi-Asset and Portfolio Solutions Group, based in New York.
In her current role she is responsible for leading the portfolio management, due diligence, and sustainable investing teams, who oversee $429+ billion in AUM. This group of 215 employees manages and oversees single and multi-asset strategies and serves clients globally, with offices in New York, Miami, Los Angeles, London, Madrid, Singapore, and São Paulo. As a leader of both investment and advisory philanthropic initiatives, Monica is also actively building out Wealth Management’s sustainable investing, thematic, and impact investing offerings.
Ms. Issar joined J.P. Morgan Investment Management, and spent 10 years in Research and Portfolio Management before moving to Wealth Management, where she counseled public company CEOs, hedge fund managers, and charitable organizations. In 2011, she founded and later served as Global Head of the Endowments & Foundations Group, an Outsourced Chief Investment Officer (OCIO), managing assets for not-for-profits and institutional families of all sizes, including many of the world’s largest and most sophisticated investors. She also served as the Business Sponsor for the Firmwide Fiduciary & Conflicts of Interest Program, which focused on maintaining a firmwide view of fiduciary matters, establishing cross line of business connectivity, and resolving new fiduciary issues.
Monica is a member of the Advisory Board for WOCStar and has served on a number of boards and committees, including the UNICEF Board of Directors, the Community Resource Exchange (CRE) Board of Directors, the India Cultural Center Board of Directors, and the J.P. Morgan Corporate Foundation Investment Committee.
Monica is a member of the Global Private Bank Operating Committee, the Wealth Management Solutions Leadership Team and was featured in Crain’s inaugural Notable Women in Financial Advice in New York City list. She earned her Bachelor of Science and a Master of Business Administration from New York University. She lives in Greenwich, CT with her husband and two children.
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