Kevin Morrison, CFA®

Managing Director Head of Investments

Biography

Kevin Morrison is a Managing Director and Head of Investments at J.P. Morgan Private Bank. Kevin joined J.P. Morgan in 2010 as Managing Director, Investments Team Leader. He has over 20 years of experience in finance and financial markets.

Prior to J.P. Morgan, Kevin spent 12 years at Citigroup where he was a Managing Director and Head of Capital Markets for the Citi Private Bank in the U.S. His responsibilities included developing investment strategies and managing product specialists focusing on FX, commodities, interest rates, equity and credit derivatives, as well as structured products.

Before moving to the Citi Private Bank, Kevin worked in the Citi Institutional Fixed Income Derivatives group in Chicago, where he advised financial institutions on managing asset/liability risks, funding costs and relative value trading strategies. Kevin moved to Fixed Income Derivatives from the Citibank Corporate and Institutional Foreign Exchange Desk in Chicago, where he advised multinational corporate and investor clients on currency risk management and execution strategies.

In addition, Kevin has experience in multinational corporate finance, financial risk management and investment banking.

Kevin received his Bachelor of Arts in Economics, magna cum laude, from Washington and Lee University where he was elected to the Phi Beta Kappa Society. Kevin is a CFA® Charterholder and holds multiple securities licenses.

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

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