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Evan Grace

Head of the Endowments & Foundations CIO Team

Evan Grace, CFA®, is a Managing Director based in New York and serves as the Head of the Endowments & Foundation Chief Investment Office Team. In this role, Evan establishes overall investment strategy and is responsible for strategic and tactical asset allocation, as well as manager and vehicle selection across Endowments & Foundations portfolios. Additionally, his responsibilities include directing the portfolio equity research and strategy. He is a member of the Long-Term Capital Market Assumptions (LTCMA) Committee and the EMEA Solutions Leadership Team.

Evan joined J.P. Morgan in 2016, bringing over 20 years of capital markets experience. He has extensive expertise in global tactical asset allocation, manager selection, and portfolio management. Most recently, he served as the Head of Multi-Asset Portfolio Management for the International Private Bank (IPB) CIO team. 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 solutions, 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 a Chartered Financial Analyst (CFA).

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