Jeffrey Geller - JPMorgan SmartRetirement Insider

JPMorgan SmartRetirement 2025 R5 -- USA Fund  

USD 20.18  0.07  0.35%

Fund Manager since November 1, 2008

Jeffrey Geller managing director is a Chief Investment Officer of MultiAsset Solutions where he is responsible for investment oversight of all mandates managed in New York. This includes providing oversight with respect to manager and strategy suitability and fit and ensuring that the team asset allocation views are reflected appropriately across a diverse set of mandates. Jeff is also a portfolio manager for less constrained multiasset class portfolios as well as portfolios with alternatives exposure. Before joining the firm in 2006 Jeff was director of Hedge Fund Investments at Russell Investment Group and served as chairman of the firm hedge fund investment committee. Prior to that he was a senior partner at Credit Suisse Asset Management BEA Associates unit where he had responsibility for managing equity currency overlay and relative value arbitrage strategies. Jeff earned a Bachelor of Arts in Government from Clark University and an M.B.A. in Finance from the University of Chicago Graduate School of Business. He is a CFA charterholder and is Series 24 7 and 63 licensed.
  Money Manager Since 2008  CFA    

Management Performance (%)

Fund Summary

The fund is a "fund of funds" that invests in other J.P. Morgan Funds , and is generally intended for investors expecting to retire around the year 2025 . It is designed to provide exposure to a variety of asset classes through investments in underlying funds, and over time the fund's asset allocation strategy will change.The fund is listed under Target-Date 2025 category and is part of JPMorgan family.

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Top Management

JPMorgan SmartRetirement Leadership Team
Jeffrey Geller, Money Manager, CFA

Fund Performance

JPMorgan SmartRetirement Performance Indicators