CIO, Endownments & Foundations Group
- 16 YEARS WITH J.P. MORGAN
- 41 YEARS IN THE INDUSTRY
Anthony D. Werley is the Chief Investment Officer for the J.P. Morgan Endowments & Foundations Group (EFG). In this role he established overall investment policy and is responsible on an on-going basis for strategic and tactical allocation, manager and vehicle selection, risk management and performance across discretionary assets within EFG. Mr. Werley also advises and conducts portfolio analysis on behalf of non-discretionary client relationships. He has authored several white papers on topics germane to endowment and foundation investment management. In addition to this EFG role, Mr. Werley is a member of the J.P. Morgan Asset Management Capital Markets Assumptions Committee since 2003, and serves on the Investment Review, Performance Governance, Alternative Investments Review, Private Bank Global Investment and Fiduciary Governance committees. Mr. Werley joined J.P. Morgan in 2003 as a Managing Director within the Private Bank where he held leadership roles including Global Head of Portfolio Construction. He has served in management, investment and sales capacities for institutional and private clients for over 30 years. Prior to joining J.P. Morgan, Mr. Werley was with Graystone Consulting, advising on asset allocation and serving as Head of Transaction Advisory. Earlier in his career, he was President and co-founder of Asian research and private equity boutique Clarion Capital, and was the Global Head of Private Client Services for CS First Boston. Mr. Werley is quoted regularly in investment journals and the financial press and is a frequent speaker at leading industry conferences. Mr. Werley holds a B.A. from Georgetown University and an M.B.A. from New York University.