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Lance Schiff

Portfolio Manager, J.P. Morgan Private Bank

Biography

Lance Schiff is a Portfolio Manager for the Private Bank on the Dynamic Yield Strategy, a $10 billion multi-asset, multi-manager income solution he helped launch in 2010. He's also the portfolio Manager for and Sustainable Equity as well as Sustainable Fixed Income: two distinct multi-manager solutions emphasizing Environment, Social and Governance (ESG) integration. Over his 20+ years at J.P. Morgan, Lance has also created and managed strategies such as Emerging Markets Growth & Income; been active in new product development, investment review, investment governance and investment councils; was an Asset Class Lead within the Manager Selection Research Team; and worked within the Advice Lab.

Prior to J.P. Morgan, he had roles in tax and financial planning at Deloitte & Touche LLP, and assisted in account development at a wealth management firm. Lance 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 is also a CFP® professional.

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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