Key Account Highlights

J.P. Morgan, $3.8T Bank

New York City, New York

$3.8T in assets includes JP Morgan Asset Management, broker-dealer JP Morgan Securities, Chase Private Client, JP Morgan Private Bank, etc. Approx. $800B of the $3.8T in assets would be considered wealth management assets. Manager research is centrally located in NYC. The Private Bank also has wealth management research team members in London and Spain.

Allocator Interview Highlights

Hunter Swanson
Senior Research Coordinator, DeMarche Associates

Hunter has been with DeMarche for over two years, supporting manager research and senior consultants with investment analytics on institutional asset managers. In addition to his work at DeMarche, Hunter serves as Chair of the MARC Advisory Committee. Prior to joining DeMarche, Hunter worked as a Junior Equity Analyst at Vantage Investment Partners. He is a CPA license holder, and is a member of the Missouri Board of Certified Public Accountants. Hunter is currently a Chartered Financial Analyst (CFA) Level I candidate.

For those of you who are unfamiliar with DeMarche Associates, it is an investment consulting firm with a strong reputation for providing institutional investors with research-driven, strategic guidance. The firm serves a diverse range of clients, including pension funds, endowments, foundations, public funds, corporations, hospitals, and family offices. Their focus is on helping these clients develop custom investment strategies that balance risk and reward, ensuring that long-term financial goals are met.