Global Head of Capital Markets Solutions
Clay Erwin is a Managing Director and Global Head of Capital Markets Solutions (CMS) for Global Wealth Management at J.P. Morgan. With a team of over 200 investment professionals, the Global CMS team advises private clients in the United States, Europe, the Middle East, Africa, Asia-Pacific and Latin America in the creation of customized investment strategies across all major asset classes including Equities, Currencies and Commodities, Fixed Income, Alternatives and direct real estate.
In this role, Mr. Erwin leads global trading and investment teams responsible for over $700B in brokerage and discretionary client assets globally. In addition, he leads the Market Strategy & Insights team, a differentiated group of asset class experts who publish the WM market calls across global asset classes.
A member of Wealth Management’s Investment Review Committee, Mr. Erwin also leads Wealth Management’s Capital Markets Investment Group.
Mr. Erwin joined J.P. Morgan Private Bank as a Sales Trader for Latin America in 2002. Subsequently, he served as a Global Investment Specialist for the Andean Region, customizing and managing portfolios for some of the Private Bank’s most sophisticated and institutional-scale clients in Latin America. As a senior Investor, he was a member of the Latin America Investments Committee. More recently, Mr. Erwin led Global Equities, encompassing cash equity trading, equity syndicate, structured products, equity mutual funds and separately managed accounts.
Mr. Erwin holds a B.A. in Spanish Literature from Vanderbilt University and an M.B.A. from EADE in Spain. He is also a CFA (Chartered Financial Analyst) charterholder.*
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
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.