NEW
YORK, April 9, 2024 /PRNewswire/ -- J.P. Morgan
Asset Management today announced that Chris
Meredith is joining as Chief Investment Officer (CIO) -
Tax-Smart Strategies. He joins the team from O'Shaughnessy Asset
Management. In this new role, Mr. Meredith will be responsible for
the management and further development of tax-smart investment
capabilities across index and active strategies.
"We're thrilled that Chris is joining our team to help extend
our leadership position in tax-smart capabilities across active and
index SMAs, and ETF model portfolios alongside our partners at
55ip," said Jed Laskowitz, CIO and
Global Head of Asset Management Solutions.
Mr. Meredith joins J.P. Morgan Asset Management at a time where
advisors and their clients are prioritizing seamless, digital-first
experiences. His appointment reinforces the firm's commitment to
the continued growth and development of an industry-leading
Tax-Smart platform.
As CIO of Tax-Smart Strategies, Mr. Meredith will also partner
closely to develop new products and capabilities with 55ip, J.P.
Morgan Asset Management's tax-smart technology platform. He will be
reporting directly to Jed
Laskowitz.
"I'm incredibly excited to join J.P. Morgan Asset Management
Solutions as CIO of Tax-Smart Strategies," added Mr. Meredith. "I
look forward to leveraging my experience to help the team further
build innovative tax-managed strategies that meet investors'
demands for customization and scalability."
Mr. Meredith most recently served as CIO of Franklin Templeton's subsidiary, O'Shaughnessy
Asset Management, where he spent 16 years. He brings over 30 years
of experience leading portfolio management teams, investment
research, product design, and trading.
About J.P. Morgan Asset Management
J.P. Morgan Asset
Management, with assets under management of $3.1
trillion (as of 12/31/2023), is a global leader in investment
management. J.P. Morgan Asset Management's clients include
institutions, retail investors and high net worth individuals in
every major market throughout the world. J.P. Morgan Asset
Management offers global investment management in equities, fixed
income, real estate, hedge funds, private equity and liquidity. For
more information: www.jpmorganassetmanagement.com. J.P.
Morgan Asset Management is the marketing name for the asset
management businesses of JPMorgan Chase & Co., and its
affiliates worldwide.
JPMorgan Chase & Co. (NYSE: JPM) is a leading
financial services firm based in the United States of America ("U.S."), with
operations worldwide. JPMorgan Chase had $3.9 trillion in
assets and $328 billion in stockholders' equity as
of December 31, 2023. The Firm is a leader in investment
banking, financial services for consumers and small businesses,
commercial banking, financial transaction processing and asset
management. Under the J.P. Morgan and Chase brands, the Firm serves
millions of customers in the U.S., and many of the world's most
prominent corporate, institutional and government clients globally.
Information about JPMorgan Chase & Co. is available
at www.jpmorganchase.com.
Important Information
This is a general communication being provided for informational
purposes only. It is educational in nature and not designed to
be a recommendation for any specific investment product, strategy,
plan feature or other purpose. Any examples used are generic,
hypothetical and for illustration purposes only. Prior to making
any investment or financial decisions, an investor should seek
individualized advice from personal financial, legal, tax and other
professionals that take into account all of the particular facts
and circumstances of an investor's own situation.
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SOURCE J.P. Morgan Asset Management