Managing Director Head of Multi-Asset Portfolio Management
Evan Grace, CFA®, is a Managing Director Head of Multi-Asset Portfolio Management – IPB, based in London. Evan is responsible for development and management of the model portfolios for the core discretionary platform across risk profiles and implementation choices, including tactical asset allocation and manager selection. He is a member of the Global Investment Council and chairs the IPB Investment Council.
Evan joined J.P. Morgan in 2016 with more than 20 years of capital markets experience and brings substantial expertise in global tactical asset allocation, manager selection, and portfolio management. Previously, Evan was a Managing Director and Portfolio Manager at Wellington Management in London, where he created a team responsible for designing and managing a suite of multi-asset class portfolios across risk profiles and investment guidelines. Prior to this role, he was an Asset Allocation Portfolio Manager and Strategist for Wellington Management in Boston where he also designed and implemented multi-asset class solutions, including bespoke varieties. He began his career in quantitative equity research and portfolio management at State Street Research and Management Company in Boston.
Evan holds a M.A. in Economics from Brown University and a B.S. in Mathematics and Economics from Union College. He is also a Chartered Financial Analyst (CFA®).
敬請提供有關您的個人資料,我們的客戶服務團隊人員將會與您聯絡。
了解更多成為摩根大通私人銀行客戶的詳情。
敬請提供有關您的個人資料,我們的客戶服務團隊人員將會與您聯絡。
請瀏覽 FINRA Brokercheck網站以了解更多我們的公司及投資專才。
投資產品: • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務,亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險,包括可能會損失投資本金
銀行存款產品(例如支票、儲蓄及銀行貸款)及相關服務乃由摩根大通銀行(JPMorgan Chase Bank, N.A.)提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。