Workflow
Private Wealth Alternatives
icon
Search documents
JPMorgan appoints Stephanie Davis to lead private wealth alternatives
Yahoo Finance· 2026-03-04 11:45
Core Insights - J.P. Morgan Asset Management has appointed Stephanie Davis as head of Private Wealth Alternatives, focusing on supporting financial advisors across the US [1][2] - Davis will oversee the firm's private wealth alternatives business, including private market strategies aimed at financial advisors and their clients [2] - The firm has also appointed Sean Flynn as Private Wealth Alternatives National Manager, who will work closely with Davis [3][4] Leadership Background - Stephanie Davis previously served as managing director and co-head of US Private Wealth Solutions at Hamilton Lane, managing private market offerings in areas such as secondaries, co-investments, credit, infrastructure, and venture capital [3] - Sean Flynn has experience in alternative investment sales and distribution, previously managing alternative investment sales for J.P. Morgan's US Wealth Management clients [5] Strategic Goals - Davis is expected to develop new offerings and expand existing ones while also being involved in client education related to private market investments [2] - The team under Flynn plans to expand to 20 dedicated professionals by year-end, contributing to a total of 350 staff in the broader US Advisor organization [4] - J.P. Morgan Asset Management reports over $600 billion in alternative assets across various sectors, including real estate, private equity, private credit, and infrastructure [5]