Portfolio manager, Outsourced Chief Investment Office
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.
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