Susan Bao
Portfolio Manager
27
years with J.P. Morgan
27
years in the Industry
Susan Bao, Managing Director, is a portfolio manager in the U.S. Equity Group. An employee since 1997, Susan manages the Large Cap Tax Aware Equity strategy and Large Cap Core 130/30 strategies. Previously, she was responsible for the U.S. equity analyst portfolios and served as a member of the Disciplined Equity team. Susan holds a B.S. from Centenary College and an M.B.A. in finance from New York University's Stern School of Business. She is also a holder of the CFA designation. She is a CFA® Charterholder.
Funds Managed
- JPMCB U.S. Active Core Plus Equity Fund-Investment Class
- JPMorgan Tax-Smart - U.S. Large Cap Leaders Strategy
- JPMorgan U.S. Large Cap Core Plus Fund-A
- JPMorgan U.S. Large Cap Core Plus Fund-C
- JPMorgan U.S. Large Cap Core Plus Fund-I
- JPMorgan U.S. Large Cap Core Plus Fund-R2
- JPMorgan U.S. Large Cap Core Plus Fund-R5
- JPMorgan U.S. Large Cap Core Plus Fund-R6
- JPMorgan U.S. Large Cap Leaders Strategy