Bringing you live news and features since 2006 


JP Morgan expands DC investment solutions team


JP Morgan Asset Management has expanded its group of Retirement Business Directors (RBDs), adding to the existing team within the firm's Defined Contribution Investments Solutions (DCIS) group. 

The new RBDs will increase support for the growing segment of small- and middle-market financial advisors who are increasing their DC business by leveraging the firm's suite of retirement tools and investment solutions, including the JPMorgan SmartRetirement target date fund series, winner of Morningstar's 2014 Allocation Fund Manager of the Year award.

In addition to supporting the financial advisor community, the team will assist the DCIS group's record-keeping partners by working closely with their wholesalers in the field and by helping them to foster relationships with the firm's large network of industry professionals.

New RBDs Lada Eng, Leah Laurent, Niles Monica and Marta Rodriguez join current RBD Rob Couzzo, reporting to Daniel Dean, Executive Director, JP Morgan Asset Management. With approximately 60 years of combined experience, the team is responsible for providing superior service to current and potential clients across the Northeast, Ohio Valley, Southeast, Texas, Midwest and West Coast.
"We're continuing momentum, with nearly $32 billion invested in our SmartRetirement target date mutual funds and a commitment to supporting even more advisors in the DC space," said Michael Miller, Managing Director, JP Morgan Asset Management. "By expanding our team, we're well-positioned to address the growing needs of DC advisors, ultimately making a more positive impact on retirement outcomes across the country."

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by