Gary Herbert
Portfolio Manager
Gary Herbert, CFA, Managing Director, is co-Chief Investment Officer of Multi-Asset Solutions – U.S. for J.P. Morgan Asset Management’s Solutions business. In this role, he is responsible for investment oversight of mandates managed in the US. This includes providing oversight with respect to manager, strategy suitability and fit, and ensuring that the team's asset allocation views are reflected appropriately across a diverse set of mandates. Gary is also a portfolio manager on Global Tactical Asset Allocation and Global Income strategies.
With more than 30 years of macro and cross-asset portfolio management experience, Gary joined J.P. Morgan in 2020 from Brandywine Global LLC. During his 10 years at Brandywine, he was Head of Global Credit strategies. While there, he helped build and implement proprietary research processes to improve macroeconomic, fundamental and quantitative research and decision-making, and led global marketing efforts for those strategies. His prior experience includes senior portfolio management and research experience at Morgan Stanley Investment Management.
Gary has an M.B.A. in Finance with Honors from Columbia University and a B.S. in Business Administration and International Business from Villanova University. Gary is also a CFA charterholder.
Funds Managed
- JPMCB Diversified Fund-Investment Class
- JPMCB Diversified Global Fund-Investment Class
- JPMCB Diversified Plus Fund-Investment Class
- JPMorgan Diversified Fund-A
- JPMorgan Diversified Fund-C
- JPMorgan Diversified Fund-I
- JPMorgan Diversified Fund-L
- JPMorgan Diversified Fund-R6
- JPMorgan Income Builder Fund-A
- JPMorgan Income Builder Fund-C
- JPMorgan Income Builder Fund-I
- JPMorgan Income Builder Fund-R6