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Mary He, CFA®

Head of Equity Strategy

Mary He is an Executive Director and serves as Head of Equity Strategy for the J.P. Morgan Endowments & Foundations CIO Team, which is responsible for the management of discretionary global multi-asset class portfolios for endowments and foundations. The team establishes overall investment policy and is responsible on an ongoing basis for strategic and tactical allocation, manager and vehicle selection, risk management and performance across discretionary assets within the Endowments & Foundations Team.

Mary has 15 years of industry experience, having spent the past 13 years at J.P. Morgan Private Bank with portfolio management teams responsible for global equity and diversified multi-asset class investments for private clients. Most recently, she was a Portfolio Manager for an opportunistic global equity strategy.

Prior to joining J.P. Morgan, she began her career as a part of a portfolio management team managing global fundamental equities at BlackRock.

Mary received a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania, and she is a CFA® charterholder.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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