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Andrew P. VanWazer, CFA®
Executive Director, Head of U.S. Wealth Management, Portfolio Advisory Group
Biography
Andrew VanWazer is the Head of U.S. Wealth Management for the Portfolio Advisory Group. In this role, Andrew speaks directly with Portfolio Managers daily to understand the philosophy and current views across strategies. Using those insights, he helps clients establish holistic, investment portfolios that aim to achieve their unique, long-term goals and objectives. Andrew also helps convey J.P. Morgan’s market views and range of managed offerings. As client preferences evolve, he helps develop new solutions for the Wealth Management platform.
Prior to his current role, Andrew worked as an Investment Specialist in the J.P. Morgan Private Bank in Chicago where he advised ultra-high net worth clients on their long-term investment portfolios. Previously, he held a role as a Banker Analyst where he helped support a $3B book of business.
Outside of his day job, Andrew co-founded the Black Analyst Forum, an organization across JPM Asset & Wealth Management designed to help diverse Analysts progress in their careers by connecting them directly with senior thought leaders. He also serves as a Mentor through the J.P. Morgan iMentor Program.
Andrew has FINRA Series 7 and 63 securities licenses and is also a CFA® charterholder. He holds a B.A. in Economics from The University of Chicago where he was a subpar student-athlete (baseball). With his lackluster athletic career long in the past, Andrew now enjoys golf and road-tripping in his free time. Originally from Arlington Heights, IL, Andrew currently resides in Jersey City, NJ.
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