Portfolio Manager and Head of Target Date Strategies
- 19 YEARS WITH J.P. MORGAN
- 20 YEARS IN THE INDUSTRY
Daniel Oldroyd is a portfolio manager and the Head of Target Date Strategies for Multi-Asset Solutions. Dan is responsible for the management of the J.P. Morgan target date strategies, including the management of custom target date funds and SmartSpending funds. An employee since 2000, Dan has held several positions prior to his current role, including that of investment strategist and manager research of non-proprietary investment managers for J.P. Morgan Retirement Plan Services. He earned both a Masters of Arts in International Business and Policy and a Bachelor’s of Science in Finance and International Business from Georgetown University. Dan is a CFA charterholder, CAIA charterholder, and is FINRA Series 3, 7, 63, and 24 licensed.