Mr. Rubino will join from Edelman Financial Engines to lead the firm’s retirement business

Brant Wong named Head of Retirement Platform for products, services and sales

NEW YORK, August 22, 2022 /PRNewswire/ — JP Morgan Asset Management today announced the appointment of Steve Rubino as Head of Retirement and Chair of the firm’s Defined Contribution Operating Committee (DCOC), beginning September 14.

Mr. Rubino brings nearly 30 years of experience in financial services and fintech, having spent the past two decades driving growth and transformation at the forefront of retirement and workplace innovation at Edelman Financial Engines.

As Head of Pension and Chairman of DCOC, Mr. Rubino will lead JP Morgan Asset Management’s 255 billion dollars workplace retirement business, developing and executing the firm’s retirement strategy, managing group delivery teams and working closely with investment teams to develop new products, including income solutions from next generation pension and target date funds. He will report to Andrea LisherHead of Americas, Client, JP Morgan Asset Management.

“Retirement is at the heart of everything we do, and we are firmly committed to delivering stronger retirement outcomes for all Americans.” said George Gatch, Chief Executive Officer, JP Morgan Asset Management. “We are uniquely positioned to leverage JPMorgan Chase’s scale and reach to help individuals cross the retirement finish line, and we are excited to have someone of Steve’s caliber lead our retirement efforts. “

“Steve’s deep passion for workplace retirement, his proven delivery leadership and his differentiated fintech experience are highly complementary to our existing strengths and aligned with the changing dynamics of the industry.” said Andrea LisherHead of Americas, Client at JP Morgan Asset Management. “We have exceptional people, solutions and insights dedicated to helping Americans retire with dignity, and I’m excited to welcome Steve to lead our next step of growth.”

This has been announced by the company Brant Wong will expand his role to lead JP Morgan Asset Management’s retirement platform businesses, Everyday 401 thousand and Retirement Link, in all product, service and sales as Chief Retirement Platform. Mr. Wong will continue to lead the firm’s National Retirement Accounts efforts, reporting to Steve Rubino and will join the Americas Customer Leadership Team. Mr. Wong has been a key member of JP Morgan Asset Management’s workplace retirement efforts since its inception and responsible for building many fundamental aspects of the business.

The appointment of Mr. Rubino and the expansion of the role of Mr. Wong follows the recent appointment of Investment Specialist DANIEL to support business and product strategy in the firm’s Defined Contribution business, including product innovation across JP Morgan’s target date and retirement income strategies.

Biography – Steve RubinoHead of Retirement, JP Morgan Asset Management

Steve will join JP Morgan Asset Management from Edelman Financial Engines (EFE), where his time spans nearly 20 years, most recently as Head of Distribution and Workplace Innovation, responsible for leading direct sales and distribution partnerships , relationship management, consultant and advisor relationships, and innovation efforts. In this role, Steve became a key member of the executive leadership team that grew EFE from a startup to the largest independent Registered Investment Advisor (RIA) in America with over 240 billion dollars in AUM.

Before that, he was Head of Distribution and Institutional Services at EFE, leading the overall institutional business. While at EFE, Steve founded the Edelman Financial Engines Client Advisory Council, a board of senior executives representing the largest companies in the U.S. Steve also helped bring to market retirement income solutions deployed by hundreds of major employers.

Prior to his time at EFE, Steve held relationship management roles at Thomson Financial (now Thomson Reuters) and as an analyst at State Street Corporation. Steve has an MBA from Suffolk University and a BA in Economics from Denison University. He is a member of the Retirement Income Task Force of the American Board of Benefits and the Institutional Defined Contribution Investment Association.

About JP Morgan Asset Management

JP Morgan Asset Management, with assets under management of $2.5 trillion (as of 6/30/2022), is a global leader in investment management. JP Morgan Asset Management’s clients include institutions, retail investors and high net worth individuals in every major market around the world. JP Morgan Asset Management provides global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity.

JP Morgan Asset Management is the marketing name for JPMorgan Chase & Co.’s asset management business. and its subsidiaries worldwide.

JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in United States (“US”), with worldwide operations. JPMorgan Chase had 3.8 trillion dollars in assets and 286.1 billion dollars in shareholders’ equity as of date June 30, 2022. The firm is a leader in investment banking, consumer and small business financial services, commercial banking, financial transaction processing and asset management. Under the JP Morgan and Chase brands, the Firm serves millions of clients in the US and many of the world’s most prominent corporate, institutional and government clients globally. Information about JPMorgan Chase & Co. is available at

SOURCE JP Morgan Asset Management

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