CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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?
Clay Erwin
Managing Director Global Head of Investment Sales & Trading
Biography
Clay Erwin is a Managing Director and the Global Head of Investment Sales & Trading for J.P. Morgan Wealth Management. The Investment Sales & Trading team, comprised of over 200 specialists, serves a diverse client base across the globe. The team has a key remit of connecting clients to markets via forming market views, identifying investment opportunities, providing holistic advice and innovating to develop best-in-class execution across major asset classes including Equities, Currencies, Commodities, Fixed Income, Alternatives and Direct Private Investments. Mr. Erwin oversees $700B in brokerage and discretionary client assets globally and is a member of the Global Private Bank Operating Committee.
Mr. Erwin joined J.P. Morgan Private Bank as a Sales Trader for Latin America in 2002. Subsequently, he served as a Global Investment Specialist for the Andean Region, customizing and managing portfolios for some of the Private Bank’s most sophisticated and institutional-scale clients in Latin America. As a senior Investor, he was a member of the Latin America Investments Committee. More recently, Mr. Erwin led Global Equities, encompassing cash equity trading, equity syndicate, structured products, equity mutual funds and separately managed accounts.
Mr. Erwin holds a B.A. in Spanish Literature from Vanderbilt University and an M.B.A. from EADE in Spain. He is also a CFA (Chartered Financial Analyst) charterholder.
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.