- 9 YEARS WITH J.P. MORGAN
- 14 YEARS IN THE INDUSTRY
Heather Beamer, executive director, is Head of U.S. Portfolio Insights at J.P. Morgan Asset Management. In this role, Heather helps drive the firm’s product research and intellectual capital relating to industry trends and product solutions. She leads a team of eleven Portfolio Specialists who focus exclusive on performing customized, in-depth analyses and consultations on advisor portfolios. She also provides portfolio construction trainings to help advisors 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 and 63 licenses, and is a CIMA® designee.