Endowments & Foundations

Your Mission. Our Insights.
Making a Difference.

 

We provide not-for-profit organizations across the globe with support and strategies to manage their complex investment needs.

Helping you make a difference

Serving as an integral part of your team, we enable you to focus on your core mission and develop your philanthropic legacy. Here are some ways we have helped others:

 

Global resources, local perspectives

  • More than 170 years of fiduciary and philanthropic experience
  • Insights as trusted partner to more than 250 charitable organizations, managing nearly $19 billion of assets
  • A network of over 700 strategies, due diligence team members and investment specialists around the world*

Biographies

 

Monica Issar

Monica Issar

Global Head
Endowments & Foundations Group

Tony Werley

Tony Werley

Chief Investment Officer
Endowments & Foundations Group

Learn more about our firm and investment professionals through FINRA BrokerCheck

*Data as of Dec. 31, 2016

Additional Resources

Sustainable Investing at J.P. Morgan

Investors around the world are increasingly interested in ways to use their capital to help support and achieve positive environmental and social outcomes.

Visit Page

The Charitable Giving Fund

You have the power to make a positive change in the world. With the CGF at J.P. Morgan, you have all the advantages of a donor-advised fund, and more.

Visit Page

The Philanthropy Centre at J.P. Morgan

The Philanthropy Centre at J.P. Morgan offers advice, learning opportunities and peer-to-peer networking to help make philanthropy a vital and effective force.

Visit Page