Portfolio Manager, Outsourced Chief Investment Office
Roxana Villafane Beggs is an Executive Director with J.P. Morgan’s Outsourced Chief Investment Office, providing long-term investment policy advice and customized strategies for institutional families, family offices and nonprofits in the region.
Prior to J.P. Morgan, Roxana was the Head of International Clients within Morgan Stanley’s OCIO team focused on asset allocation and portfolio construction. She collaborated with the firm’s tax, and trust and estate attorneys to create tax-efficient, multi-asset portfolios for offshore ultra-high-net-worth clients. Before Morgan Stanley, she worked as a Portfolio Strategist at UBS. She started her career in the capital markets, including time as a Eurobond trader in Argentina.
Roxana earned her Master of Finance from Centro de Estudios Macroeconomicos Argentinos (CEMA). She has a Bachelor of Science in Business Administration from Universidad Argentina de la Empresa (UADE). Roxana holds the FINRA Series 7, 24, 63 and 65 securities designations.
Please tell us about yourself, and our team will contact you.
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.
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.