Executive Director Head of Investments
Alan Lovi is a Global Investment Specialist at J.P. Morgan Private Bank. Alan provides tailored investment advice to high-net-worth individuals and families. As part of his responsibilities, Alan advises both discretionary and non-discretionary clients on managing their investments. The advice includes a holistic approach to asset allocation, incorporating multiple asset classes such as equities, fixed income, foreign exchange, and alternative investments.
Alan has been with J.P. Morgan for 10 years. Prior to his current role, he worked on an institutional sales desk at Bear Stearns and spent two years as a hedge fund accountant at GlobeOp Financial Services.
Alan holds a B.A. from the University of Michigan. He currently serves on the board of Mosholu Montefiore Community Center and he is part of the J.P. Morgan UJA Leadership Committee.
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。