J.P. Morgan Asset Management has named Chris Meredith Chief Investment Officer (CIO) of Tax Smart Strategies. In his role, which is a new one for the firm, Meredith will oversee tax-smart investment ...
CARY, N.C.--(BUSINESS WIRE)--Brightly, a Siemens company and the global leader in intelligent asset management solutions, today announced the appointments of David Ly, chief marketing officer, Trey ...
NEW YORK, May 4, 2023 /PRNewswire/ -- J.P. Morgan Asset Management (JPMAM) today announced the expansion of its Tax-Smart Platform, powered by 55ip, with the addition of two new index strategies ...
WEST PALM BEACH, Fla.--(BUSINESS WIRE)--SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 24 new strategies from eight leading ...