offices near you
office near you
Sorry we are unable to fetch the Office nearest to you at this point. Please visit Our Offices Page to find the office closest to you.
How can we help?
Anthony D. Werley
Vice Chair of Global Wealth Management
Biography
Anthony D. Werley serves as Vice Chair of Global Wealth Management, where he brings his extensive expertise in endowment-style investing and managing institutional capital to provide strategic advice on long-term investing and custom portfolio solutions for our largest clients. In his role, he focuses on engaging with Global Private Bank clients, including family offices and endowments, ensuring they receive personalized and insightful financial guidance.
Mr. Werley has served in management, investment, and sales capacities for institutional and private clients for over 40 years. He joined J.P. Morgan in 2003 as a Managing Director within the Private Bank, where he held leadership roles including Global Head of Portfolio Construction. Most recently, he served as Chief Investment Officer for the Endowments & Foundations CIO Team, overseeing investment policy, strategic and tactical allocation, and risk management. In that role, he also authored several white papers on topics germane to endowment and foundation investment management. In addition to his current role, Mr. Werley has been a member of the J.P. Morgan Asset Management Long-Term Capital Market Assumptions Committee for the past 20 years. He has previously served on the Performance Governance, Alternative Investments Review, Private Bank Global Investment, and Fiduciary Governance committees.
Prior to joining J.P. Morgan, Mr. Werley was with Graystone Consulting, advising on asset allocation and serving as Head of Transaction Advisory. Earlier in his career, he was President and Co-Founder of Asian research at private equity boutique Clarion Capital and was the Global Head of Private Client Services for CS First Boston.
Mr. Werley holds a B.A. from Georgetown University and an M.B.A. from New York University.
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
*Required Fields
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
LEARN MORE About Our Firm and Investment Professionals Through FINRA BrokerCheck
To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Please read the Legal Disclaimer (for J.P. Morgan regional affiliates and other important information) and the relevant deposit protection schemes.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.