Managing Director Head of Portfolio Analytics
Suzanne Wuebben is a Managing Director and the Head of Portfolio Analytics for the J.P. Morgan Private Bank CIO team, based in New York. She is responsible for coordination and consistency across global core portfolios in addition to portfolio analytics and monitoring tools. She also advises clients on strategic asset allocation alternatives and spending policies, and develops analytic tools to address issues specific to private clients. Suzanne is a member of the Private Bank’s Global Investment Council as well as the Long-term Capital Markets Assumptions working group.
Suzanne has been with J.P. Morgan Private Bank since 2000 bringing experience to the Private Bank CIO team and its clients. She holds a BA in Mathematics from the University of California at Berkeley and an M.S. in Mathematics with Specialization in Finance from New York University.
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