Portfolio Manager and Head of Target Date Strategies
- 17 YEARS WITH J.P. MORGAN
- 18 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 SmartRetirement target-date funds as well as custom target date fund strategies and portfolios. In addition, he leads a team of Client Portfolio Managers responsible for the management and client service of the SmartRetirement suite. An employee since 2000, Dan has held several positions prior to his current role, including investment strategist and manager research of non-proprietary investment managers for J.P. Morgan Retirement Plan Services. He earned a Bachelor of Science in Finance and International Business from Georgetown University and is a CFA charterholder as well as a CAIA charterholder.