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Dr. David Kelly, Chief Market Strategist at J.P. Morgan Funds

Dr. David Kelly, CFA

Managing Director

Chief Global Strategist

J.P. Morgan Funds

Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Funds. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets to thousands of financial advisors and their clients.

Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial advisors can use to communicate to their clients. He is a keynote speaker at many national investment conferences. David is also a frequent guest on CNBC, and other financial news outlets and is widely quoted in the financial press.

Prior to joining J.P. Morgan Funds, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.

David is a CFA charterholder. He also has an Ph.Dand M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.

Andrew D. Goldberg, Market Strategist at J.P. Morgan Funds

Andrew D. Goldberg

Executive Director

Global Market Strategist

J.P. Morgan Funds

Andrew D. Goldberg, Executive Director, is a Global Market Strategist on the J.P. Morgan Funds Global Market Insights Strategy Team. In this role, Andrew is responsible for delivering timely market and economic insight to financial advisors and institutional investors across the country. He is consistently ranked as a top speaker at major industry conferences and events. Andrew has also been a featured guest on CNBC and other financial news outlets, and is often quoted in the financial press.

As a member of the strategy team from its inception, Andrew is one of the co-creators of the Market Insights program, J.P. Morgan’s industry leading value-add offering to the financial advisor marketplace. Andrew also leads the team’s research effort and oversees the production of the quarterly Guide to the Markets.

Andrew joined J.P. Morgan in 2002, and prior to joining the strategy team was an investment analyst on the Behavioral Finance Client Portfolio Management Team and a trade coordinator for the firm's separately managed account business.

Andrew obtained a B.S. in Business Administration from Bryant University, and holds series 7 and 63 licenses.

Joseph S. Tanious , Market Strategist at J.P. Morgan Funds

Joseph S. Tanious, CFA

Executive Director

Global Market Strategist

J.P. Morgan Funds

Joseph S. Tanious, Executive Director, is a Global Market Strategist on the J.P. Morgan Funds Global Market Insights Strategy Team. In this role, Joseph is responsible for delivering timely market and economic insight to both institutional and retail clients across the country. Since joining the team, Joseph has been instrumental in developing and leading the group’s equity research efforts.

Joseph is consistently ranked as a top speaker at major industry conferences and events. He is a frequent guest on Bloomberg TV and CNBC, has appeared on PBS’ Nightly Business Report, and is often quoted in the financial press.

Joseph first joined J.P. Morgan in 2009, where he worked in the Investment Bank on mergers and acquisitions, as well as capital-raising solutions. Prior to joining the firm, Joseph held various positions in both Asset Management and Private Wealth Management at Wells Fargo for nine years. Most recently, he was a Regional Director of Institutional Sales at Wells Fargo Asset Management, where he was responsible for managing key institutional relationships.

Joseph is a CFA charterholder. He obtained an M.B.A. in Finance and Economics from Columbia Business School where he was awarded the Robert A. Toigo Foundation Fellowship, and holds a B.A. in Economics from the University of California, Irvine. Joseph also holds series 7, 63 and 65 licenses.

Garcia Andres , Market Strategist at J.P. Morgan Funds

Andres Garcia-Amaya

Executive Director

Global Market Strategist

J.P. Morgan Funds

Andres Garcia-Amaya, Executive Director, is a Global Market Strategist on the J.P. Morgan Funds Global Market Insights Strategy Team. In this role, Andres is responsible for delivering timely market and economic insight to financial advisors both in the U.S. and abroad. Andres' background in institutional sales trading and research are the cornerstones of his strong market knowledge. Andres has been instrumental in developing the group's emerging markets research efforts, including his role as creator of the Guide to the Markets- Brazil.

Andres is consistently ranked as a top speaker at major industry conferences and events. He has appeared on CNBC, Bloomberg TV, PBS' Nightly Business Report and is often quoted in the financial press.

Prior to joining the firm, Andres worked in Morgan Stanley's Institutional Equity division for five years. In his role as an institutional sales trader, Andres developed investment ideas and conveyed equity market insights to institutional clients. As a credit to his excellent performance, Andres was awarded the Morgan Stanley MBA Fellowship.

Andres is a CFA charter holder. He obtained a M.B.A. from the Wharton School of the University of Pennsylvania where he received both the Joseph Wharton Fellowship for outstanding record of academic and professional achievement, and the Robert A. Toigo Foundation Fellowship. Andres received a B.S. in Finance from Villanova University where he received the Goizueta Foundation Scholars Fund Merit Scholarship.

Anastasia V. Amoroso

Anastasia V. Amoroso, CFA

Vice President

Global Market Strategist

J.P. Morgan Funds

Anastasia Amoroso, Vice President, is a Global Market Strategist on the J.P. Morgan Funds Global Market Insights Strategy Team. In this role, Anastasia is responsible for delivering timely market and economic insight to both institutional and retail clients across the country.

Anastasia has appeared on CNBC, Bloomberg TV and is often quoted in the financial press.

Prior to joining J.P. Morgan, Anastasia managed global tactical multi-asset portfolios and performed investment due diligence at Merrill Lynch, as well as provided consultative financial advisory services to high-net-worth families and businesses. Previously, Anastasia held several financial analysis, research and strategic business planning positions with both private and public sector organizations.

Anastasia is a CFA charter holder. She graduated summa cum laude with a Bachelor’s degree in Finance and a minor in Political Science from the University of New Mexico. She is fluent in English and Russian and proficient in French. Anastasia holds Series 7, 66 and 9/10 licenses.

James C. Liu

James C. Liu, CFA

Vice President

Global Market Strategist

J.P. Morgan Funds

James C. Liu, Vice President, is a Global Market Strategist on the J.P. Morgan Funds Global Market Insights Strategy Team. In this role, James develops and communicates timely market and economic insights to financial advisors across the country.

Prior to joining J.P. Morgan, James was a Partner at Copia Capital, a hedge fund in Chicago. In leading the firm's economic and quantitative research, he successfully developed unique market perspectives and investment ideas for institutional long / short and market neutral funds. Previously, he held roles at HSBC and Wellington Management.

James is a CFA charter holder. He earned an MBA with honors from The University of Chicago Booth School of Business with concentrations in Analytic Finance, Economics, Econometrics and Statistics. He also holds a BA from The University of California, Berkeley.