Managed Solutions Specialist
Omar is a Managing Director within the Managed Solutions Specialist team at J.P. Morgan Private Bank. Based in New York, he is a member of a broader team that oversees and manages the discretionary, multi and single-asset portfolios that are available to our global client bases. In his role, Omar partners closely with the firm’s CIO, Portfolio Construction, Manager Selection, and Asset Management teams to provide communication and insight around J.P. Morgan’s managed portfolios.
Omar joined J.P. Morgan in 2018 from UBS after six years as an Equity Strategist in their Investment Bank where he helped drive the firm’s top-down view on US equities for institutional clients. Prior to that, he was responsible for manager selection and due diligence of private equity managers, first for UBS’ global wealth management franchise based in London and later for a $4bn+ US-based private fund-of-funds. He began his career in the graduate training program at UBS Wealth Management covering high net worth clients in Latin America.
Omar holds a bachelor’s degrees in Economics and Computer Science from the University of Pennsylvania, and an MBA from Columbia Business School.
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