Executive Director Head of Investments and Advice
Alan Lovi is the Head of Investments and Advice for the Law Firm Group at the J.P. Morgan Private Bank. Based in New York, Alan and his team advise leading law firm partners, professional services firms, and other high net worth individuals on all aspects of their balance sheet.
As part of his responsibilities, Alan provides tailored advice on investments, cash management, lending, and estate planning. At the core of the advice is each client’s customized financial plan. On the investments front, Alan’s focus is on client’s overall asset allocation across equities, fixed income, and alternative investments.
Alan has been with J.P. Morgan since 2007. 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 Bachelor of Arts from the University of Michigan and the Series 7, 9, 10, and 63 securities licenses. He currently serves on the board of Mosholu Montefiore Community Center.
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To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
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. Annuities 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. Please read the Legal Disclaimer in conjunction with these pages.
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.