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Evan Grace

Managing Director, Head of the Endowments & Foundations Chief Investment Office

Evan Grace, CFA®, is a Managing Director based in London. He serves as the Head of the Endowments & Foundations Chief Investment Office. In his role, Evan oversees the development and management of IPB CIO discretionary multi-asset portfolios, catering to various risk and liquidity profiles. His responsibilities include tactical asset allocation, vehicle selection, and equity research and strategy for Endowment & Foundation portfolios. He is an active member of the Wealth Management Global Investment Council, the Long Term Capital Market Assumptions (LTCMA) Committee, and the EMEA Solutions Leadership Team. He chairs the IPB Investment Council. 

Evan joined J.P. Morgan in 2016, bringing over 20 years of capital markets experience. He has a comprehensive background in global tactical asset allocation, manager selection, and portfolio management. Before joining J.P. Morgan, Evan was a Managing Director and Portfolio Manager at Wellington Management in London, where he established a team to design and manage a suite of multi-asset class portfolios across various risk profiles and investment guidelines. Prior to that, he served as an Asset Allocation Portfolio Manager and Strategist for Wellington Management in Boston, where he developed and implemented multi-asset class strategies, including bespoke varieties. Evan began his career in quantitative equity research and portfolio management at State Street Research and Management Company in Boston. 

Evan holds an M.A. in Economics from Brown University and a B.S. in Mathematics and Economics from Union College.  He is also a Chartered Financial Analyst (CFA®).

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To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products. 

 

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

 

Please read the Legal Disclaimer for J.P. Morgan Private Bank regional affiliates and other important information in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.