Jack Plym, CFA®

Investment Specialist, Outsourced Chief Investment Office

Biography

Jack Plym is a Managing Director at J.P. Morgan with over 30 years of investment experience in asset management. As a Senior Advisor, Jack works with endowments, foundations, not-for-profit organizations and institutional families to understand their goals, provide strategic advice, and invest across a broad range of long-only and alternative investment strategies.

Prior to joining J.P. Morgan, Jack was a Portfolio Manager and Equity Research Analyst at AllianceBernstein. He managed large and all-capitalization growth portfolios, and conducted extensive research in the healthcare and financial services industries. Prior to joining Alliance, he worked in equity research at Donaldson, Lufkin & Jenrette.

Jack is a founding board member of Anchor—now Boys Hope Girls Hope—a not-for-profit organization that provides alternative educational solutions for at-risk, inner-city teenagers. He also serves on the Advisory Board of the Make-A-Wish Foundation of Metro New York, which grants wishes to children with life-threatening medical conditions.

Jack received a B.A. in Economics from Yale University and an M.B.A from Harvard Business School. He lives in New York City with his wife and two children.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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