Michael Schoenhaut, managing director, is a portfolio manager on J.P. Morgan Asset Management& Multi-Asset Solutions team, based in New York. Michael is primarily responsible for portfolio construction, manager selection and the interpretation and implementation of the team&asset allocation views in their multi-asset portfolios. He manages a global suite of multi-asset income funds, the SmartRetirement target date funds, and traditional balanced strategies. In fact, the SmartRetirement team was awarded the 2014 Morningstar U.S. Allocation Fund Manager of the Year for their efforts. An employee since 1997, Michael has held other positions within Multi-Asset Solutions, including portfolio manager for balanced strategies and head of quantitative portfolio management. Michael earned a Bachelors of Science in Operations Research and Industrial Engineering from Cornell University and is a CFA charterholder.

Jeffrey Geller, managing director, is a Chief Investment Officer of Multi-Asset Solutions, where he is responsible for investment oversight of all mandates managed in New York. This includes providing oversight with respect to manager and strategy suitability and fit and ensuring that the team’s asset allocation views are reflected appropriately across a diverse set of mandates. Jeff is also a portfolio manager for less constrained multi-asset class portfolios as well as portfolios with alternatives exposure. Before joining the Firm in 2006, Jeff was director of Hedge Fund Investments at Russell Investment Group and served as chairman of the firm’s hedge fund investment committee. Prior to that, he was a senior partner at Credit Suisse Asset Management’s BEA Associates unit where he had responsibility for managing equity, currency overlay and relative value arbitrage strategies. Jeff earned a Bachelor of Arts in government from Clark University and an M.B.A. in finance from the University of Chicago Graduate School of Business. He is a CFA charterholder and is Series 24, 7, and 63 licensed.

Daniel Oldroyd, CFA, CAIA, Managing Director, is a portfolio manager for the Global Multi-Asset Group, focusing on the JPMorgan SmartRetirement target-date funds. An employee since 2000, he has held several positions including that of investment strategist for JPMorgan Retirement Plan Services responsible for communicating investment management information to Retirement Plan Services' clients and providing ongoing monitoring of plan's investment options. Prior to this, he was responsible for manager research of nonproprietary investment managers for JPMorgan Retirement Plan Services. Dan holds a B.S. with honors in finance and international business from Georgetown University. Dan is a CFA and CAIA charterholder, holds NASD Series 7 and 63 licenses, and is a member of NYSSA, The CFA Institute, and the CAIA Association.

Mr. Bernbaum, Vice President and CFA charterholder, has been an employee of JPMIM and GIM Solutions — GMAG since 2008.

Anne Lester, Managing Director, is a senior portfolio manager with JPMorgan Asset Management's Global Multi-Asset Group (GMAG). Since joining GMAG in 2000, Anne has been responsible for the JPMorgan's defined contribution asset allocation products . She is also the portfolio manager for a number of defined benefit plans. Anne joined the firm in 1992 as a fixed income and currency trader and portfolio manager in the firm’s Milan office, and relocated to the New York office in 1997. Prior to joining the firm, Anne was awarded a Fulbright Scholarship in 1990 and spent over a year in Tokyo, working for a member of the Japanese Parliament. Previously, she worked for the Senate Governmental Affairs Committee. Anne holds an A.B. in politics from Princeton University and an M.A. in international economics and Japan studies from the Johns Hopkins University School for Advanced International Studies.