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Nancy Rooney
Managing Director Global Head of Portfolio Advisory Group
Biography
Nancy Rooney is the Global Head of Portfolio Advisory Group. In that role, she designs, implements and communicates the full platform of discretionary solutions across the Private Bank and Chase Wealth Management with an asset base of $500B. With a deep passion for innovation and entrepreneurship, Rooney has built and runs large businesses within Wealth Management. She oversees the Global Portfolio Specialist, Asset Class Specialist and Investor Relations teams in New York, London, Hong Kong and Mumbai.
Rooney is a senior member of the firm’s Investment Leadership Team, Global Investment Committee and Global Market Council. Additionally, she leads the Private Bank’s Solutions Advisory Council and is a co-founder of the Private Bank’s Women’s Leadership Forum.
Previously, Rooney served as the co-head of the Private Bank’s Northeast region, focused on the development and growth of the Investment business. As the Private Bank’s largest region, she oversaw more than 100 investment professionals that exclusively served private clients. Prior to joining J.P. Morgan in 1997, she worked in the Private Client Group at Goldman Sachs in New York, focusing on high net worth individuals and foundations, and Goldman Sachs Asset Management in Zürich, Switzerland, where she helped launch its Private Bank.
A graduate of Bryn Mawr College, Rooney holds an MBA from the Wharton School. She serves on the Board of Directors of the Fresh Air Fund in New York and has contributed to both CNN and The New York Times.
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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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