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Anthony D. Werley

Vice Chair of Global Wealth Management

Anthony D. Werley serves as Vice Chair of Global Wealth Management, where he brings his multi-decade experience 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 Ocer 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.

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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.

 

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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.