#J.P. Morgan #Private Wealth #Stephanie Davis

J.P. Morgan Asset Management Enhances Private Wealth Alternatives

In a significant move to strengthen its Private Wealth Alternatives division, J.P. Morgan Asset Management has appointed Stephanie Davis as the new Head of Private Wealth Alternatives. This announcement, made on March 3, 2026, highlights the firm's commitment to expanding its reach and capability within the private markets, specifically for financial advisors across the United States.

Leadership Roles and Responsibilities

Stephanie Davis joins J.P. Morgan from Hamilton Lane, where she served as Co-Head of U.S. Private Wealth Solutions. With over 30 years of experience in the financial services sector, she is well positioned to lead a new era of service excellence within the firm. As head of Private Wealth Alternatives, she will spearhead all go-to-market initiatives related to private market solutions designed to meet the needs of financial advisors and their clients.

In her new role, Davis's primary responsibilities will include:

• - Driving initiatives focused on client education and engagement in private markets.
• - Leading the ideation and launch of innovative offerings that cater to wealth management needs.
• - Overseeing strategy to enhance access to alternative investments as a core component of financial plans.

Joining Davis is Sean Flynn, recently appointed as the Private Wealth Alternatives National Manager. Flynn has been instrumental in the alternative investments sector, most recently leading that sector for the U.S. Wealth Management business at J.P. Morgan. He, too, brings valuable expertise and will oversee a growing team dedicated to expanding financial advisors' understanding and adoption of alternative investments.

Growth of the Client Advisor Team

The team under Davis and Flynn is expected to expand significantly, growing to 20 client-facing professionals within the year. This will increase the total U.S. Advisor organization at J.P. Morgan to around 350 professionals. Their collective expertise and leadership are expected to catalyze the firm's strategy in response to the rising demand for alternative investments as part of diversified wealth management strategies.

Steve Lundquist, Head of U.S. Advisor at J.P. Morgan Asset Management, commented, “We are thrilled to welcome Stephanie and Sean on board. They are both proven leaders and will play critical roles in our ongoing commitment to assist financial advisors in navigating the ever-evolving landscape of private markets.” The firm is committed to ensuring that advisors are equipped with the knowledge and resources necessary to guide their clients effectively.

A Leader in Alternative Investments

J.P. Morgan Asset Management holds a distinguished position as a global leader in alternatives, backed by over 60 years of experience in managing a robust $600 billion alternatives platform. This includes a diverse range of offerings such as real estate, private equity, private credit, infrastructure, hedge funds, and other alternative investment products. The firm remains dedicated to supporting wealth management platforms across the country, assisting advisors in their quest to deliver innovative solutions to their clients.

The firm’s commitment to education is illustrated by its acclaimed “Guide to Alternatives,” which reaches more than 150,000 financial professionals globally each quarter. Additionally, the