J.P. Morgan Asset Administration has named Stephanie Davis as head of Non-public Wealth Options, specializing in help for monetary advisors all through the US.
Davis joins from Hamilton Lane, the place she co-led US Non-public Wealth Options.
She’s going to function out of New York and report back to Steve Lundquist, head of US Advisor at J.P. Morgan Asset Administration.
In her new function, Davis will oversee the agency’s personal wealth options enterprise, together with methods for personal markets geared toward monetary advisors and their purchasers.
She is anticipated to play a task in creating new choices in addition to increasing current ones and also will be concerned in shopper schooling associated to personal markets investments.
Stephanie Davis beforehand served as managing director and co-head of US Non-public Wealth Options at Hamilton Lane, the place she was liable for the technique and administration of personal market choices in areas akin to secondaries, co-investments, credit score, infrastructure, and enterprise capital.
Earlier than Hamilton Lane, she headed capital formation efforts at LL Funds (Extremely Capital).
Moreover, J.P. Morgan Asset Administration appointed Sean Flynn as Non-public Wealth Options Nationwide Supervisor.
Beforehand head of other investments for J.P. Morgan’s US Wealth Administration division, Flynn will work carefully with Davis.
He’s liable for managing a crew of field-based shopper advisors throughout the nation who concentrate on various investments schooling and engagement.
The group plans to develop to twenty devoted professionals by 12 months finish, with the broader US Advisor organisation reaching a complete of 350 employees.
Sean Flynn most just lately managed various funding gross sales for J.P. Morgan’s US Wealth Administration purchasers and has expertise main various funding distribution and companion relations at First Republic Funding Administration.
In his present place, he oversees a crew targeted on increasing advisor adoption and shopper entry to various investments throughout the US
Lundquist mentioned: “We’re thrilled to welcome Stephanie and Sean on board. They’re each confirmed leaders and can play a essential function in our continued dedication to assist educate monetary advisors on the quickly evolving personal markets house. Stephanie’s and Sean’s observe data and deep expertise specialising in serving this vital shopper section will speed up our momentum as investor demand for various investments continues to climb.”
J.P. Morgan Asset Administration stories over $600bn in various belongings throughout a spread of sectors, together with actual property, personal fairness, personal credit score, infrastructure, and others.
