John W.
Wealth Management Executive
- Role
- Head of Managed Investments Platform at J.P. Morgan Private Bank
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About John W.
Professional history of designing, implementing, and managing products and solutions…
Experience
Head of Managed Investments Platform
Dec 2022 — Present · New York, NY, US
Wealth Management Platform Implementation- Platform Modernization & Transformation - Enterprise Platform Development- Business Strategy & Requirements Definition- Policy Definition- Operating Model Design- Investment Research and Portfolio Construction Applications - Portfolio Accounting, Active Tax Management, & Overlay Management Integration- Managed Accounts/Fee-based Programs- Fractional shares and direct indexing platform development- Artificial Intelligence Portfolio Construction design and integration into native toolset
Education
Boston College
MBA, Management of Information Technology
1997 — 1999
The University of Texas at Austin
BBA, Finance
1988 — 1991
Skills
- Financial Planning
- Strategy
- Business Strategy
- Financial Services
- Wealth Management
- Investments
- Business Analysis
- Asset Management
- Portfolio Management
- Competitive Analysis
- Start-Ups
- Securities
- Product Management
- Series 7
- Product Development
- Project Management
- Series 66
- Strategic Planning
- Financial Advisory
- Vendor Management
- Management Consulting
- Equities
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