Nancy Rooney
Managing Director Head of Portfolio Advisory Group
Biography
Nancy Rooney is the Global Head of Managed Solutions. In that role, she designs, implements and communicates the full platform of discretionary solutions across the Private Bank and Chase Wealth Management with an asset base of $500B. With a deep passion for innovation and entrepreneurship, Rooney has built and runs large businesses within Wealth Management. She oversees the Global Portfolio Specialist, Asset Class Specialist and Investor Relations teams in New York, London, Hong Kong and Mumbai.
Rooney is a senior member of the firm’s Investment Leadership Team, Global Investment Committee and Global Market Council. Additionally, she leads the Private Bank’s Solutions Advisory Council and is a co-founder of the Private Bank’s Women’s Leadership Forum.
Previously, Rooney served as the co-head of the Private Bank’s Northeast region, focused on the development and growth of the Investment business. As the Private Bank’s largest region, she oversaw more than 100 investment professionals that exclusively served private clients. 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.
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
*Required Fields
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck
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 key important J.P. Morgan Private Bank 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.
