Heather Beamer, Executive Director, is a Relationship Manager on the Subadvisory team responsible for managing investment relationships with Insurance Institutions. Prior to joining the subadvisory team, Heather was Head of U.S. Portfolio Insights at J.P. Morgan Asset Management. In this role, Heather led a team of Portfolio Specialists who focus exclusively on helping investors build stronger portfolios. They achieved this by performing customized, in-depth portfolio analytics along with one-on-one consultations. She and the team also drove the firm’s intellectual capital relating to industry trends and portfolio construction with the goal to help investors make more informed decisions about asset allocation, investment selection and portfolio construction.
Heather joined J.P. Morgan in 2010. Prior to joining the firm, she was a Financial Advisor at Edward Jones Investments. Heather holds a B.A. in Finance from Michigan State University, the Series 7, 63 and 24 licenses, and is a CIMA designee.