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Name | Title | Since | Until |
---|---|---|---|
Priya Misra | Portfolio Manager | 2024 | Now |
Biography | Ms. Misra is a member of the GFICC team and an employee of JPMIM since 2023 and a portfolio manager of the Fund since 2024, with a focus on assessing macroeconomic issues, interest rates, and sector allocation themes. Before joining JPMIM, Ms. Misra worked at TD Securities since 2015, where she was head of Global Rates Strategy at TD Securities. In her role, Ms. Misra was responsible for the US and global interest rate markets and provided investment advice for clients. | ||
Kay Herr | Managing Director | 2023 | Now |
Biography | Kay Herr, managing director, is the Associate Director of U.S. Equity Research and a portfolio manager of real estate securities in the U.S. Equity Group. An employee since 1999, Ms. Herr joined the U.S. Equity Group as a research analyst covering real estate securities in 2002 and became a portfolio manager in 2005. In addition to her portfolio management responsibilities, she was appointed Associate Director of Research at the end of 2011. Prior to joining the U.S. Equity Group, Ms. Herr covered consumer staple and cyclical sectors in the U.S. Fixed Income Credit Research Group. Before joining the firm, she was a credit research analyst with Prudential Securities. She holds a B.A. in economics from the University of Virginia and an M.B.A. with distinction from New York University Stern School of Business. She is also a CFA charterholder. | ||
Jan Ho | Portfolio Manager | 2015 | Now |
Biography | Jan Ho, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, Jan is a portfolio manager, focusing on our core and core plus portfolios. In addition, he is a member of the Real Return Bond investment team. An employee of the firm since 2000, Jan was previously a member of the Fixed Income Technology team for three years, serving as the planner and programmer for the fixed income portfolio management and trading systems. Prior to this, he worked at TIAA-CREF to develop retirement annuity systems. Jan obtained a B.S. in electrical engineering from Cooper Union College and an M.S. in computer science from NYU-Poly. | ||
Steven S. Lear | Managing Director | 2010 | 2024 |
Biography | Mr. Lear is the U.S. Chief Investment Officer within the GFICC group. An employee since 2008. Mr. Lear is responsible for overseeing fixed income investment strategies in the U.S., including core plus, insurance, liability-driven investing and stable value. | ||
Diana Wagner | - | 2015 | 2024 |
William H. Eigen | Managing Director | 2010 | 2011 |
Biography | William Eigen, Managing Director and CFA charterholder, is the lead portfolio manager who has been primarily responsible for the day-to-day management of the Fund since its inception.. In his role as lead portfolio manager for the Fund, he is responsible for establishing and monitoring the strategy allocation for the Fund within and among sectors and utilizing the research and insight of dedicated sector specialists in making day-to-day decisions regarding securities to be bought or sold by the Fund. Information on Mr. Eigen is described under the Total Return Fund. He holds a B.S. in finance from the University of Rhode Island and is a CFA charterholder. Bill has served on the Board of Directors of the Boston Security Analysts Society and is a current member of its Education Board. | ||
Jarred A. Sherman | Portfolio Manager | 2010 | 2011 |
Biography | Jarred A. Sherman, executive director, is a portfolio manager in the Absolute Return and Opportunistic Fixed Income Team at J.P. Morgan Asset Management. Prior to taking on this role, Jarred was a lead portfolio manager responsible for the strategy development and management of the enhanced cash and short duration portfolios within the U.S Fixed Income Group. An employee since 1999, Jarred has also served as an investment analyst within the Short Term Fixed Income Product Group. Jarred holds a B.A. in economics from the University of Pennsylvania and an M.B.A. from Columbia University. He is also a CFA charterholder. | ||
Timothy N. Neumann | Lead Portfolio Manager | 2004 | 2011 |
Biography | Timothy N. Neumann, managing director, is a portfolio manager in the Absolute Return and Opportunistic Fixed Income Team at J.P. Morgan Asset Management. An employee since 1997, Tim previously worked as a portfolio manager at Lehman Brothers Global Asset Management, specializing in mortgage-backed securities accounts. Prior to joining Lehman, he managed fixed income portfolios at Allstate Insurance. Tim holds a B.S. in business administration with a major in accounting from the University of Nebraska and is a CFA charterholder. | ||
Connie J. Plaehn | Consultant | 2004 | 2010 |
Biography | Connie J. Plaehn is head of the Fixed Income Retail and Private Bank product team. Her team is responsible for product development, strategy design, oversight and communication for retail and high net worth clients. An employee since 1984, Connie has managed fixed income portfolios for pension, treasury and mutual fund clients across all strategies and products. Previously, she was a manager in Taxable Fixed Income for J.P. Morgan Securities and, before that, she managed J.P. Morgan Futures' London operation. Prior to joining the firm, she worked for the Chicago Board of Trade and also worked on the development of the London International Financial Futures Exchange. Connie holds a B.A. in business administration from Luther College and an M.B.A. in business management, finance and marketing from Northwestern University, and is a member of alumni councils for both educational institutions. She is also a CPA, a Boardroom Bound New York Friend, and a member of the Women's Bond Club of New York. | ||
Douglas S. Swanson | Managing Director | 1997 | 2004 |
Biography | Douglas S. Swanson, managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Doug is the team leader and head portfolio manager responsible for overseeing U.S. fixed income strategies including core, intermediate, short duration, long duration, MBS, inflation managed and stable value. In addition to his investment role, Doug also is the Location Head for all Columbus-based employees. An employee since 1983, he previously worked as managing director of the Taxable Bond team for Banc One Investment Advisors. Prior to this, Doug was first vice president and portfolio manager at First Chicago NBD Corporation, where he managed the government/corporate desk and large institutional portfolios. Prior to that position, Doug was a fixed income quantitative research analyst. He holds a B.S. in chemistry from the Massachusetts Institute of Technology and an M.S. in management from the Sloan School at the Massachusetts Institute of Technology. |
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