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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."

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