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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 of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.