Chief Investment Officer, J.P. Morgan Endowments & Foundations Group
Tony Werley, a Vice Chairman of Global Wealth Management, establishes overall investment policy and is responsible for performance across discretionary assets within the Endowments & Foundations Group. Mr. Werley also conducts portfolio analysis on behalf of non-discretionary client relationships in his role as Chief Portfolio Strategist. He has authored several white papers on topics germane to endowment and foundation investment management. In addition to this role, Mr. Werley has been a member of the J.P. Morgan Asset Management Capital Market Assumptions Committee since 2003.
Mr. Werley has served institutional and private clients for more than 30 years. Before joining J.P. Morgan in 2003, he worked for Graystone Consulting, advising on asset allocation and serving as Head of Transaction Advisory. Earlier, he was President and Co-Founder of Asian research at private equity boutique Clarion Capital, and he was the Global Head of Private Client Services for CS First Boston.
Mr. Werley holds a B.A. from Georgetown University and an M.B.A. from New York University
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。