Lance Schiff

Portfolio Manager

Biography

Biography Lance Schiff is the Head of the Sustainable PM Team, which includes the Sustainable Equity, Sustainable Fixed Income, and Multi-Asset ESG Strategies. Further, he is a Portfolio Manager on the Dynamic Yield Strategy, a $10+ billion multi-asset, multi-manager income solution he helped launch in 2010 and managed within the Specialized Strategies Team. He also previously served as a Portfolio Manager on other solutions he helped create, such as Emerging Markets Growth & Income.

Lance has been active in multiple areas, including new product development, investment review, investment governance, investment market councils and technology initiatives. At J.P. Morgan, he has served in other capacities, including as an Asset Class Lead on the Manager Selection Research Team, as well as a member of the Advice Lab.

Prior to J.P. Morgan, Lance had roles in tax and financial planning at Deloitte & Touche LLP, and assisted in account development at a wealth management firm. He has more than 25 years of investment experience, and holds a B.A. from the University of Michigan and graduated with honors from Fordham Business School, where he obtained an M.B.A. in Finance. He also holds the CFP® designation.

Lance lives in Westchester County, New York, though he always embraces his Jersey Shore roots.

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.

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