Utility Name

Evan Grace

Managing Director Head of Multi-Asset Portfolio Management

Biography

Evan Grace, CFA®, is a Managing Director Head of Multi-Asset Portfolio Management – IPB, based in London. Evan is responsible for development and management of the model portfolios for the core discretionary platform across risk profiles and implementation choices, including tactical asset allocation and manager selection. He is a member of the Global Investment Council and chairs the IPB Investment Council.

Evan joined J.P. Morgan in 2016 with more than 20 years of capital markets experience and brings substantial expertise in global tactical asset allocation, manager selection, and portfolio management. Previously, Evan was a Managing Director and Portfolio Manager at Wellington Management in London, where he created a team responsible for designing and managing a suite of multi-asset class portfolios across risk profiles and investment guidelines. Prior to this role, he was an Asset Allocation Portfolio Manager and Strategist for Wellington Management in Boston where he also designed and implemented multi-asset class solutions, including bespoke varieties. He began his career in quantitative equity research and portfolio management at State Street Research and Management Company in Boston.

Evan holds a M.A. in Economics from Brown University and a B.S. in Mathematics and Economics from Union College. He is also a Chartered Financial Analyst (CFA®).

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