J.P. Morgan Asset Management appointed Stephanie Davis as head of private wealth alternatives, leading an increased focus on serving financial advisors across the U.S. Davis brings three decades of experience, most recently as co-head of U.S. private wealth solutions at Hamilton Lane. Based in New York, she will report to Steve Lundquist, head of U.S. advisor.
In her role, Davis will lead the firm’s private wealth alternatives client efforts, driving all go-to-market activities for private markets solutions built for financial advisors and their clients. She will also be deeply engaged with the ideation, launch and growth of new and existing offerings, and the development and deployment of client education focused on investing in private markets.
Additionally, Sean Flynn has been tapped as private wealth alternatives national manager, having previously led alternative investments for the firm’s U.S. wealth management business. Working closely with Davis, Flynn will oversee a growing team of field-based client advisors across the U.S. focused on education and engagement with alternative investments. This team will grow to 20 dedicated client-facing professionals by year end, bringing the total U.S. advisor organization to 350 professionals.
“We are thrilled to welcome Stephanie and Sean on board,” Steve Lundquist, head of U.S. advisor at J.P. Morgan Asset Management, said. “They are both proven leaders and will play a critical role in our continued commitment to help educate financial advisors on the rapidly evolving private markets space. 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.”
