Anthony D. WerleyAnthony D. WerleyChief Investment Officer, J.P. Morgan Outsourced CIO/Endowments and Foundations Team
About Anthony
Anthony D. Werley is the Chief Investment Officer for the J.P. Morgan Outsourced CIO/Endowments and Foundations Team, and is a Vice Chairman of Global Wealth Management. In this role, he establishes overall investment policy and is responsible on an ongoing basis for strategic and tactical allocation, manager and vehicle selection, risk management and performance across discretionary assets within the Outsourced CIO/ Endowments and Foundations Team. Mr. Werley also advises and conducts portfolio analysis on behalf of non-discretionary client relationships in his role as Chief Portfolio Strategist. He has authored several white papers on topics germane to endowment and foundation investment management.
In addition to this role, Mr. Werley has been a member of the J.P. Morgan Asset Management Capital Market Assumptions Committee for 20 years, and has previously served on the Investment Review, Performance Governance, Alternative Investments Review, Private Bank Global Investment and Fiduciary Governance committees.
Mr. Werley joined J.P. Morgan in 2003 as a Managing Director within the Private Bank, where he held leadership roles, including Global Head of Portfolio Construction. He has served in management, investment and sales capacities for institutional and private clients for over 40 years. Prior to joining J.P. Morgan, Mr. Werley was with Morgan Stanley/Graystone Consulting, advising on asset allocation and serving as Head of Transaction Advisory. Earlier in his career, he was President and Co-Founder of Asian Research at private equity boutique Clarion Capital, and was the Global Head of Private Client Services for CS First Boston.
Mr. Werley holds a B.A. from Georgetown University and an M.B.A. from New York University.
Insights
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now