Experience

Alliance for Lifetime Income
• United States
• Financial Services
• 1 - 100 Employee
• Education Fellow

  • Apr 2022 - Present

Partners Group
• United Kingdom
• Outsourcing and Offshoring Consulting
• 1 - 100 Employee
• Non Executive Board Member

  • May 2022 - Present

Smart USA Co
• United States
• Financial Services
• 1 - 100 Employee
• Non Executive Director

  • 2021 - Present

The Aspen Institute Leadership Forum on Retirement Savings
• Member, Advisory Board

  • 2016 - 2020


J.P. Morgan Asset Management

• United States
• Financial Services
• 700 & Above Employee

• Managing Director, Portfolio Manager and Head of Retirement Solutions

  • 1992 - 2020

  Managing Director, Portfolio Manager and Head of Retirement Solutions, Multi-Asset Solutions 2015 – 2020 - Led global retirement product business with $125 bln in Target Date assets and 25% CAGR since product launch in 2005 - Managed SmartRetirement Suite of Target Date Funds and launched and managed SmartSpending post-retirement income generating fund - Drove research agenda, product development and innovation including big data initiatives integrating anonymized JPMC and outside data to inform product design and management - Developed and advocated JPMAM views on retirement policy globally, joined with AARP to sponsor the Aspen Retirement Security Forum - Key-note speaker in US and globally at client and industry events, regulatory hearings and congressional briefings; appearances on CNBC and Bloomberg, quoted in NY Times, Wall Street Journal, and industry publications Managing Director, Global Head of Product and Business Management, Asset Management Solutions Group 2012 to 2014 - Led global multi-asset business - Chaired operating team - Managed Target Date and income Mutual Funds Managing Director, head of NY Client Portfolio Management Team, Global Multi-Asset Group 2010 to 2012 - Responsible for US multi-asset business development - Managed Target Date funds, JPM Income Builder Fund, Diversified Risk products Managing Director, Portfolio Manager, Global Multi-Asset Group 2000 to 2010 - Managed DB (including Public, Private and Multi-Employer) pension plan assets - Launched SmartRetirement Target Date series, JPM Income Builder fund and range of funds for DB plans Vice President, Project Manager (reporting to Global Head of Investments) 1997 to 2000 Morgan Guaranty Trust Company of New York, (J. P. Morgan) Milan, Italy Vice President, Portfolio Manager and Trader 1992 to 1997 Show less



U.S. Senate Governmental Affairs Committee

• Staff Assistant

  • 1986 - 1990

  Staff Assistant Staff Assistant