Managing Director Head of Investments
David Lyon is a Managing Director and is responsible for strategic asset allocation and implementation of investment solutions for clients, including tactical allocation tilts and portfolio construction. David also led the West Coast Multi-Manager Investment Advisory Group, where he was responsible for the Multi-Manager platform, as well as the ongoing client advisory services, with emphasis on alternative investment strategies.
Prior to joining J.P. Morgan, David headed the Institutional and Private Client consulting group within the Investment Management Services area of Sutro & Co. He was responsible for advising institutional clients and developing strategic portfolios for institutional clients of the firm. David sits on the Investment Committees of the following foundations: Hanna Boys Center, Dominican Sisters, and St. Mary’s Medical Center Foundation.
David received his B.A. from the University of Arizona and is a CFA® charterholder. In addition, he is a member of the CFA Institute and the San Francisco Analyst Society.
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。