Andrew P. VanWazer, CFA®
Executive Director, Head of U.S. Portfolio Construction Strategy
Andrew VanWazer serves as the Head of U.S. Portfolio Construction Strategy for the J.P. Morgan U.S. Private Bank and Wealth Management, where he is the front-office lead for the Office of Portfolio Construction. In this role, Andrew unites the art and science of portfolio construction, empowering more than 7,000 advisors and their clients across over $750 billion in investment assets with foundational principles, actionable ideas, and customized guidance. He leads efforts to define the firm’s long-term portfolio construction principles, translate market strategy into portfolio action and deliver tailored, tax-aware guidance that aligns portfolios with J.P. Morgan’s views and client objectives. Andrew and his team work directly with financial advisors and their clients to help build strong, personalized investment portfolios that reflect individual client needs, regularly sharing market perspectives and portfolio advice through national communications, events, and publications.
Prior to his current role, Andrew led the Portfolio Advisory Group for J.P. Morgan U.S. Wealth Management, delivering actionable portfolio insights and advice to advisors and clients across Chase Wealth Management and J.P. Morgan Advisors. He began his J.P. Morgan career as an Investment Analyst in the J.P. Morgan Private Bank in Chicago, advising ultra-high-net-worth clients on their long-term investment portfolios.
Outside of his day job, Andrew is an active mentor within J.P. Morgan Asset & Wealth Management supporting the development of Analysts and Associates across the organization. He also runs the Solutions University training program, leading market drills and discussions on fundamental investment concepts for a select group of Analysts and Associates.
Andrew has FINRA Series 7 and 63 securities licenses and is also a CFA® charterholder. He holds a B.A. in Economics from The University of Chicago, where he was a subpar student-athlete (baseball). With his lackluster athletic career long in the past, Andrew now enjoys golf and road-tripping in his free time. Originally from Arlington Heights, Illinois, Andrew currently resides in Jersey City, New Jersey.
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