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Christopher Meredith, CFA

Chief Investment Officer Tax Smart Strategies

Christopher Meredith, CFA, is currently the Chief Investment Officer (CIO) for Tax Smart Strategies at J.P. Morgan Asset Management, a position he assumed on April 9, 2024. In this role, he is responsible for overseeing and developing tax-smart investment capabilities across both index and active strategies. His appointment aligns with J.P. Morgan's commitment to enhancing its tax-smart investment platform and improving digital experiences for clients and advisors.123

Professional Background:: Before joining J.P. Morgan, Meredith served as CIO at O'Shaughnessy Asset Management, a subsidiary of Franklin Templeton, where he spent 16 years. He has over 30 years of experience in portfolio management, investment research, product design, and trading.124 His extensive background includes leading portfolio management teams and developing innovative investment strategies tailored to client needs.3

Education and Certifications:: Meredith holds a Bachelor of Arts in English from Colgate University, an MBA from Cornell University, and a Master of Arts in Financial Mathematics from Columbia University. He is also a Chartered Financial Analyst (CFA) .56

Vision at J.P. Morgan:: In his new role, Meredith aims to leverage his experience to create customized and scalable tax-managed strategies that meet the evolving demands of investors. He will work closely with the firm's tax-smart technology platform, 55ip, to develop new products and capabilities that enhance the firm's offerings in this area.134

Highlights

Sep 4 · am.jpmorgan.com
Chris Meredith Joins J.P. Morgan Asset Management Solutions as ...
Apr 12 · pulse2.com
J.P. Morgan Asset Management Solutions: Chris Meredith Named ...
Apr 9 · prnewswire.com
Chris Meredith Joins J.P. Morgan Asset Management Solutions as ...
Authors | CFA Institute Enterprising Investor

Related Questions

What are Chris Meredith's key achievements at O'Shaughnessy Asset Management?
How does Chris Meredith's experience compare to other CIOs in tax-smart strategies?
What specific tax-smart strategies does Chris Meredith plan to develop at J.P. Morgan?
How does J.P. Morgan Asset Management's tax-smart platform differ from others in the industry?
What role does 55ip play in Chris Meredith's new role at J.P. Morgan?
Christopher Meredith, CFA
Christopher Meredith, CFA, photo 1
Christopher Meredith, CFA, photo 2
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New York, New York, United States