Managing Director Head of Advice Lab and Philanthropy Centre
Jeanne Sun is Managing Director and the Head of J.P. Morgan Wealth Management’s Advice Lab and Philanthropy Centre, a team of specialists who provide customized wealth planning insights and develop innovative strategies for private clients' planning needs. The team works with clients to help them reach their financial goals by providing analysis and advice on topics such as philanthropy, family governance, compensation, business ownership transitions, tax structuring and strategies, and estate planning. In this role, Jeanne is responsible for driving the strategy and agenda for the team to address our clients ever evolving needs and concerns.
Jeanne has been with J.P. Morgan since 2001. Prior to leading Advice Lab, she was the Head of Investment Strategy for J.P. Morgan’s GIO Group where she was responsible for developing opportunistic and thematic investment ideas across asset classes. Her research and strategy background also includes experience as a sell side equity analyst in J.P. Morgan’s Investment Bank where she covered U.S. large cap money center and regional banks through the 2008 credit crisis as well as being a member of Wealth Management’s Chief Investment Office responsible for steering the Private Bank’s investment offering and writing investment and wealth management publications for clients.
Jeanne is a graduate from the Massachusetts Institute of Technology (B.S.).
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