Client Portfolio Manager, Multi-Asset Solutions
- 10 YEARS WITH J.P. MORGAN
- 39 YEARS IN THE INDUSTRY
Hal, executive director, is a client portfolio manager in the Multi-Asset Solutions Group. Previously, he was a defined contribution investment strategist and headed Investment Services for J.P. Morgan Retirement Plan Services. Hal brings over 25 years of experience leading the efforts to counsel bundled recordkeeping clients on their investment choices and is a frequent speaker at industry conferences. He holds Series 7, 24 and 63 licenses.