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Andrew Olsen
Executive Director Portfolio Specialist
Biography
Andrew is an Executive Director and member of the Portfolio Specialist team at J.P. Morgan Private Bank. In this role, he partners closely with the CIO, Manager Solutions, and Asset Class teams to provide communication and guidance around J.P. Morgan's managed portfolios.
Andrew joined J.P. Morgan in 2021 after seven years in UBS Investment Bank’s Equity Research team, most recently covering the Consumer Staples sector after spending four years on the Product Management team. Prior to that, he started his career on the UBS Equity Sales desk in Boston. Andrew holds a BA in Economics/Sociology from Dartmouth College where he was also a four-year member and Captain of the men’s soccer team.
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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.
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