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Kevin Morrison, CFA®
Managing Director Head of Investments
Biography
Kevin Morrison is a Managing Director and Head of Investments at J.P. Morgan Private Bank. Kevin joined J.P. Morgan in 2010 as Managing Director, Investments Team Leader. He has over 20 years of experience in finance and financial markets.
Prior to J.P. Morgan, Kevin spent 12 years at Citigroup where he was a Managing Director and Head of Capital Markets for the Citi Private Bank in the U.S. His responsibilities included developing investment strategies and managing product specialists focusing on FX, commodities, interest rates, equity and credit derivatives, as well as structured products.
Before moving to the Citi Private Bank, Kevin worked in the Citi Institutional Fixed Income Derivatives group in Chicago, where he advised financial institutions on managing asset/liability risks, funding costs and relative value trading strategies. Kevin moved to Fixed Income Derivatives from the Citibank Corporate and Institutional Foreign Exchange Desk in Chicago, where he advised multinational corporate and investor clients on currency risk management and execution strategies.
In addition, Kevin has experience in multinational corporate finance, financial risk management and investment banking.
Kevin received his Bachelor of Arts in Economics, magna cum laude, from Washington and Lee University where he was elected to the Phi Beta Kappa Society. Kevin is a CFA® Charterholder and holds multiple securities licenses.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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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 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.
