Key Highlights
- She will operate out of New York and report to Steve Lundquist, head of US Advisor at J. P.
- Morgan Asset Management.
- In her new role, Davis will oversee the firm’s private wealth alternatives business, including strategies for private markets aimed at financial advisors and their clients.
- She is expected to play a role in developing new offerings as well as expanding existing ones and will also be involved in client education related to private markets investments.
- Stephanie Davis previously served as managing director and co-head of US Private Wealth Solutions at Hamilton Lane, where she was responsible for the strategy and management of private market offerings in areas such as secondaries, co-investments, credit, infrastructure, and venture capital.
