Investment Specialist, Outsourced Chief Investment Office
Kevin Ng is a Managing Director and Investment Specialist in the New York office of J.P. Morgan Private Bank. As a member of the Outsourced Chief Investment Office, Kevin serves the sophisticated needs of endowments, foundations and large family offices that seek experienced guidance for investing and preserving assets. He brings a comprehensive outlook to oversee his clients’ complex financial scenarios so that they may focus on their top priorities.
Kevin helps navigate all aspects of portfolio management—asset allocation, vehicle selection, liquidity management and spending needs—over a long time horizon and in a risk-managed way. He acts as an extension of clients’ advisory teams, communicating strategy and performance results to investment committees, boards and other related stakeholders. He serves as each client’s point person to the strengths of J.P. Morgan, leveraging the firm’s best thinking across all public and private asset classes.
Known for his subject-matter knowledge in the capital markets, Kevin serves as a strong resource for others in this space. He has been a speaker, panelist and moderator at industry events, educating clients and the next generation on financial topics.
Kevin’s experience through multiple investment cycles is an asset for clients and colleagues alike. His global perspective and diversity of background are derived from roles in London and the United States, covering the European, Middle Eastern and Asian markets. Kevin began his career as a Portfolio Manager at J.P. Morgan before spending 17 years in investment leadership and business development roles at Goldman Sachs, where he last served as an Outsourced Chief Investment Officer for institutional clients. His return to the Private Bank is a homecoming to the relationships that launched his career 24 years ago.
Kevin earned an M.B.A. with a specialization in Financial Markets and Strategy from New York University’s Stern School of Business. He has a B.A. in Economics from Tufts University.
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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. Insurance products 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.
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