J.P. Morgan Expands Defined Contribution Investment Solutions Team, Deepens Retirement Resources

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May 27, 2015, 10:48 ET

NEW YORK, May 27, 2015 /PRNewswire/ -- J.P. Morgan Asset Management has expanded its group of Retirement Business Directors (RBDs), adding to the existing team of dedicated professionals within the firm's Defined Contribution Investments Solutions (DCIS) group. The new RBDs will increase support for the growing segment of small- and middle-market financial advisors who are increasing their DC business by leveraging the firm's suite of retirement tools and investment solutions, including the JPMorgan SmartRetirement target date fund series, winner of Morningstar's 2014 Allocation Fund Manager of the Year award.

In addition to supporting the financial advisor community, the team will assist the DCIS group's recordkeeping partners by working closely with their wholesalers in the field and by helping them to foster relationships with the firm's large network of industry professionals.

New RBDs Lada Eng, Leah Laurent, Niles Monica and Marta Rodriguez join current RBD Rob Couzzo, reporting to Daniel Dean, Executive Director, J.P. Morgan Asset Management. With approximately 60 years of combined experience, the team is responsible for providing superior service to current and potential clients across the Northeast, Ohio Valley, Southeast, Texas, Midwest and West Coast.

"We're continuing momentum, with nearly $32 billion invested in our SmartRetirement target date mutual funds and a commitment to supporting even more advisors in the DC space," said Michael Miller, Managing Director, J.P. Morgan Asset Management. "By expanding our team, we're well-positioned to address the growing needs of DC advisors, ultimately making a more positive impact on retirement outcomes across the country."

To learn more about J.P. Morgan Asset Management's leading DC investment strategies, product innovations and resources for advisors and plan sponsors, please click here.

About J.P. Morgan Asset Management

J.P. Morgan Asset Management, with assets under management of $1.6 trillion, is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity. JPMorgan Chase & Co. (NYSE: JPM), the parent company of J.P. Morgan Asset Management, is a leading global asset management firm with assets of approximately $2.4 trillion and operations in more than 60 countries. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

J.P. Morgan Asset Management, is a leading provider of comprehensive retirement solutions and is dedicated to improving individual retirement outcomes. The firm has defined contribution assets under management of nearly $138 billion, as of December 31, 2014.

J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. and its affiliates worldwide.

SOURCE J.P. Morgan