Executive Director Head of Investments
Alan Lovi is a Global Investment Specialist at J.P. Morgan Private Bank. Alan provides tailored investment advice to high-net-worth individuals and families. As part of his responsibilities, Alan advises both discretionary and non-discretionary clients on managing their investments. The advice includes a holistic approach to asset allocation, incorporating multiple asset classes such as equities, fixed income, foreign exchange, and alternative investments.
Alan has been with J.P. Morgan for 10 years. Prior to his current role, he worked on an institutional sales desk at Bear Stearns and spent two years as a hedge fund accountant at GlobeOp Financial Services.
Alan holds a B.A. from the University of Michigan. He currently serves on the board of Mosholu Montefiore Community Center and he is part of the J.P. Morgan UJA Leadership Committee.
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INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • 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
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