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Alternative Assets  + Financial Advisory  + Wealth Management  | 
J.P. Morgan Builds Out Private Wealth Alternatives Leadership

J.P. Morgan Builds Out Private Wealth Alternatives Leadership

J.P. Morgan Asset Management has appointed Stephanie Davis as head of Private Wealth Alternatives, tasking her with leading client strategy and go-to-market execution across its private markets platform. The firm also named Sean Flynn as Private Wealth Alternatives National Manager. 

Based in New York, Davis will report to Steve Lundquist, head of U.S. Advisor. She joins from Hamilton Lane, where she served as managing director and co-head of U.S. Private Wealth Solutions. 

Flynn, who previously led alternative investments for J.P. Morgan’s U.S. Wealth Management business, will partner with Davis to oversee a growing team of field-based client advisors focused on alternative investment education and engagement. The team is expected to expand to 20 dedicated professionals by year end, contributing to a broader U.S. Advisor organization of 350 professionals. 

“Stephanie’s and Sean’s track records and deep experience specializing in serving this important client segment will accelerate our momentum as investor demand for alternative investments continues to climb,” said Lundquist.  

The firm now manages $600 billion in alternatives. 

Pictured: Stephanie Davis and Sean Flynn 

Connect Money is spotlighting rising stars who have made a valuable contribution to the wealth management industry. Based on your nomination, we will recognize professionals who have significantly influenced both the workplace and community. The nomination deadline is March 4. Click here to submit your nominations and help us highlight the next generation of wealth management leaders

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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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