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Kirk Haldeman

Global Head of Equity Solutions and Cross-Asset Structured Investments

Biography

Kirk Haldeman is Managing Director and the Global Head of Equity Solutions and Cross-Asset Structured Investments at J.P. Morgan Asset & Wealth Management, based in New York.

In this role, he provides coverage for J.P. Morgan’s discretionary and brokerage client base, offering execution capabilities and advice in structured investments, hedging and monetization solutions, tactical over-the-counter derivative strategies, special situations, pre-IPO stock, control and restricted stock, and specialized lending strategies.

Prior to joining J.P. Morgan, Mr. Haldeman worked as a Derivative Specialist and Portfolio Manager at Goldman Sachs & Co. in New York. He specialized in the development, construction and marketing of derivative transactions, risk management solutions and structured notes across equity, interest rate, commodity, foreign exchange and fund derivative markets. In this role, Mr. Haldeman oversaw the trading of structured notes within Goldman Sachs Private Wealth Management and was responsible for the creation and portfolio management of the Beta+ platform, a family of discretionary structured note strategies.

Mr. Haldeman holds a B.B.A. in Finance from the George Washington University. He is also a CFA® (Chartered Financial Analyst®) charterholder.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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