Lorena Becerril
Portfolio manager, Outsourced Chief Investment Office
Biography
Lorena Becerril is an Executive Director in J.P. Morgan’s Outsourced Chief Investment Office, focused on managing customized mandates for endowments, foundations and institutional families in Latin America. In her current role, she works with endowments, foundations, charitable organizations and families to develop investment strategies, build portfolios and invest across long-only and alternative investments.
Prior to joining J.P. Morgan, Lorena worked at Citigroup Private Bank as an Investment Counselor. During this time, she was primarily focused on global portfolio positioning for Mexican clients. In particular, she provided advice on managed investment strategies across asset classes ranging from equity and fixed income to hedge funds and private equity.
Lorena received an M.S. in Financial Engineering from the University of California at Berkeley, and a B.S. in Applied Mathematics from the Instituto Tecnológico Autónomo de México (ITAM). She holds FINRA Series 7 and 66 securities licenses.
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 Private Bank regional affiliates and other important information in conjunction with these pages.
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.
