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Strategic Investments

The Strategic Investments team partners across JPMorgan Chase & Co. to make minority investments in emerging technology and FinTech companies to further accelerate innovation and digital transformation.

We work with our portfolio companies in numerous ways, sometimes as a consumer, helping them enhance their product offerings and bring long-term value.

Our team consists of more than 20 investment professionals located in New York, London and Hong Kong, with support teams in New York and Chicago.

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Improve Customer Experience

  • Create a seamless and integrated experience
  • Improve speed to market
  • Expand capabilities across the JPMC Universe
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Access New Markets

  • Access new clients and segments
  • Establish foothold in emerging asset classes
  • Extend our capabilities into adjacent categories
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Drive Efficiency and Protect the Firm

  • Leverage data and analytics
  • Reduce operating costs or risks and protect the firm’s assets
  • Outsource non-core business functions

Leadership

Rick Smith

Managing Director,
Head of Private Investments

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Ana Capella

Managing Director,
Head of Strategic Investments

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Rick Smith

Managing Director,
Head of Private Investments

Rick Smith is the head of Private Investments at JPMorgan Chase. His responsibilities include new and existing Strategic Investments and the firm’s Heritage Private Equity portfolio. His team is a center of excellence that globally supports the firm's businesses and corporate functions by making minority equity investments on behalf of JPMorgan Chase which are strategic to the firm's business activities. The goal is to utilize investments to drive innovation and digital transformation across the firm.

Prior to this role, Rick was a Managing Director at private equity firm One Equity Partners starting in 2002. Before that Rick had 21 years of independent venture and private equity investing, most recently at Allegra Partners. From 1979 to 1981, Mr. Smith was Senior Investment Manager at Citicorp Venture Capital, Ltd. From 1974 to 1979, Rick worked in the International Money Management Group of Morgan Guaranty Trust. Rick received a BA in History from Harvard University. He is coauthor of the book Treasury Management; A Practitioner’s Handbook, John Wiley & Sons, 1980.

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Ana Capella

Managing Director,
Head of Strategic Investments

Ana Capella is Managing Director and Head of Strategic Investments. She leads a global team of investment professionals who make minority investments in emerging tech companies that are strategic to the firm’s lines of business. These investments aim to help drive innovation and digital transformation across the firm.

Prior to this role, Ana was Head of Heritage Private Equity, which encompassed all the private equity activities (both direct and through investments in third party funds) made by the firm with its own capital.

Ana joined J.P. Morgan in 1993 and held several positions across the Corporate & Investment Bank, in Mergers & Acquisitions and Financial Institutions Group, handling transactions across Latin America. She also served in various Corporate roles, including with Corporate Strategy, Investor Relations and the Chief Investment Office, where she worked closely with the CFO during the Bank One merger, and sourced and analyzed new private equity investment opportunities. She was responsible for all the private investments operations across the firm, including after the merger with Bear Stearns, and led the investment strategy for third party funds’ investments.

Originally from Spain, Ana made her way to New York by way of London and Madrid. Prior to business school, Ana worked as a management consultant at McKinsey & Co. Ana earned an MBA from INSEAD (Fontainebleau, France) in July 1993 and a BA in Business Administration from CUNEF (Madrid, Spain) in 1990. Ana is fluent in Spanish (Native), English and French.

Contact Us

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