Dan Oldroyd

Head-Equity Investments at JPMorgan Investment Management, Inc.

Finance

Consumer Services

Profile

Mr. Daniel P.
Oldroyd is a Portfolio Manager at JPMorgan Investment Management, Inc. He is also the Head of Target Date Strategies for Multi-Asset Solutions.
He is responsible for custom target date fund strategies and portfolios.
In addition, he leads a team of Client Portfolio Managers responsible for the management and client service of the SmartRetirement suite.
An employee since 2000, he has held several positions prior to his current role, including Investment Strategist and Manager Research of non-proprietary investment managers for J.P.
Morgan Retirement Plan Services.
He has over 23 years of industry experience.
He earned a Bachelor of Science in Finance and International Business from Georgetown University and is a CFA charter holder as well as a CAIA charter holder.

Dan Oldroyd active positions

Companies	Position	Start
JPMorgan Investment Management, Inc. JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.	Head-Equity Investments	2000-03-31

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Training of Dan Oldroyd

Georgetown University

Undergraduate Degree

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Linked companies

Private companies	1
JPMorgan Investment Management, Inc. JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.	Finance