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 (MAS).
He is responsible for leading MAS's Retirement efforts, including the management of SmartRetirement, custom target date funds and SmartSpending.
Mr. Oldroyd also oversees the team's Retirement research both in and out of plan.
He is a member of the SmartRetirement Portfolio Management Team.
An employee since 2000, He held several other positions within the firm previously, including that of investment strategist and manager research of non-proprietary investment managers for J.P.
Morgan Retirement Plan Services.
He has over 25 years of industry experience.
Mr. Oldroyd earned both a Masters of Arts in International Business and Policy and a Bachelor's of Science in Finance and International Business from Georgetown University.
He is a CFA charterholder, CAIA charterholder, and is Series 3, 7, 63, and 24 licensed.

Dan Oldroyd active positions

Companies	Position	Start
JPMorgan Investment Management, Inc. JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity.	Head-Equity Investments	01/04/2000

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JPMorgan Investment Management, Inc. JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity.	Finance
Georgetown University Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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