Global Head of Managed Solutions
Nancy Rooney drives innovation for the Private Bank’s discretionary product offering as head of the Managed Solutions and Strategy group. She designs, implements and communicates the entire discretionary line-up, and enhances the client and advisor experience for all wealth levels. She has built and run large businesses within Wealth Management, and oversees the Global Portfolio Specialist and Investor Relations teams in New York, London, and Asia.
Rooney is a member of the firm’s Investment Leadership Team, Global Investment Committee, Portfolio Construction Team and U.S. Investment Risk Committee. Additionally, she leads the Private Bank’s Solution Advisory Council and is a member of the Global Markets Council and the firm’s Women’s Leadership Forum.
Previously, Rooney served as Head of the Northeast Investment business for the Private Bank, overseeing more than 100 investment professionals serving private clients exclusively. Prior to joining J.P. Morgan in 1997, she worked in the Private Client Group at Goldman Sachs in New York, focusing on high net worth individuals and foundations, and Goldman Sachs Asset Management in Zürich, Switzerland, where she helped launch its Private Bank.
A graduate of Bryn Mawr College, Rooney holds an MBA from the Wharton School. She serves on the Board of Directors of the Fresh Air Fund in New York and has contributed to both CNN and The New York Times.
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。