Capital Allocators – Inside the Institutional Investment Industry Kristin Kallergis Rowland – Alts at J.P. Morgan’s Private Bank (Private Wealth 4, EP.447)
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May 26, 2025 
Kristin Kallergis Rowland, Global Head of Alternative Investments at J.P. Morgan Wealth Management, oversees a staggering $180 billion in alternative assets. She discusses her 17-year journey at J.P. Morgan, sharing insights on the evolution of private wealth towards alternatives. Kristin highlights tailored portfolio strategies, the challenges and opportunities in private credit, and innovations in venture capital. She also emphasizes democratizing access to private markets and the importance of resilience in investment strategies amid today's economic landscape.
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KK's JPMorgan Career Journey
- Kristin Kallergis Rowland started her career at J.P. Morgan as a credit analyst in 2008.
- She advanced through various roles globally, culminating in leading the global alternatives business.
JPMorgan Private Wealth Scale
- JPMorgan Wealth Management oversees nearly $3 trillion, with about a half trillion in client portfolios.
- Alternative investments represent a significant portion, about $178 billion, across diverse client wealth levels.
Client-Centric Portfolio Building
- Build portfolios tailored to client goals like income or growth for diverse types such as business owners or inheritors.
- Use centralized research and unified investment views to help clients implement a trusted allocation strategy effectively.