Managing Director Global Head of Multi-Asset and Portfolio Solutions
Monica Issar is the Global Head of Multi-Asset and Portfolio Solutions for J.P. Morgan Wealth Management. In this capacity, she leads a team of over 300 professionals who manage $600 billion in assets under management (AUM), serving clients globally from offices in New York, San Francisco, London, and Paris. Ms. Issar is also responsible for overseeing portfolio management, due diligence, outsourced chief investment teams, sustainable investing, thematic, and impact investment offerings, including OpenInvest, a fintech company acquired by J.P. Morgan in 2021.
With over two decades of experience in Asset & Wealth Management, Ms. Issar has held various leadership roles in product development, client team management, portfolio management, and research. She began her career in Equities Research and Portfolio Management before transitioning to Wealth Management, where she built an investment team dedicated to managing wealth for hedge fund principals, corporate executives, and large families. In 2011, she founded and led the Endowments & Foundations Group, an Outsourced Chief Investment Officer (OCIO) service that now manages over $40 billion in AUM for endowments, foundations, and institutional families. Furthermore, she served as the Business Sponsor for the Firmwide Fiduciary & Conflicts of Interest Program, focusing on maintaining a firmwide view of fiduciary matters and resolving new fiduciary issues.
Ms. Issar is actively involved in several advisory boards and committees, including the Girls Who Invest Advisory Board, the Mission Asset Fund’s Board of Directors, and the Advisory Board for WOCStar. She has also served on 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.
She is a member of the Global Private Bank Operating Committee and the Wealth Management Solutions Leadership Team. Recognized as one of Crain’s 2022 Notable Asian Leaders in New York City, Ms. Issar holds a Bachelor of Science and a Master of Business Administration from New York University. She resides in Greenwich, Connecticut, with her husband and two children.
Please tell us about yourself, and our team will contact you.
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 and the relevant deposit protection schemes in conjunction with these pages.
Click to access DPS website.