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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

Managing Director​

Global Market Strategist

J.P. Morgan Funds

Andrew D. Goldberg, Managing 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.

Anastasia V. Amoroso

Anastasia V. Amoroso, CFA

Executive Director

Global Market Strategist

J.P. Morgan Funds

Anastasia Amoroso, Executive Director, 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 charterholder. 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

Executive Director

Global Market Strategist

J.P. Morgan Funds

James C. Liu, Executive Director, 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.

James is consistently ranked as a top speaker at major industry conferences and events. He has appeared on CNBC, Bloomberg and Fox Business, and is often quoted in the financial press.

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 charterholder. 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.

Gabriela D. Santos, Market Strategist at J.P. Morgan Funds

Gabriela D. Santos

Vice President

Global Market Strategist

J.P. Morgan Funds

Gabriela D. Santos, Vice President, is a Global Market Strategist on the J.P. Morgan Funds Global Market Insights Strategy Team. In this role, Gabriela is responsible for delivering timely market and economic insight to institutional and retail clients across Latin America. In addition, Gabriela conducts research on the global economy and capital markets and is responsible for the development of the flagship quarterly Guide to the Markets – Brazil and other publications. Since joining the team, Gabriela has played an instrumental role in the expansion of the Market Insights program in Brazil.

Prior to joining J.P. Morgan in 2012, Gabriela worked at HSBC's Private Bank for three years, stationed in Singapore, Switzerland and Mexico. In her role as a banker in Singapore, Gabriela provided strategic advice to High Net Worth European clients on managing their personal and family wealth. Previously, she was a trader on the structured products trading desk in Geneva, Switzerland and helped launch a credit platform in Mexico City, Mexico.

Gabriela graduated summa cum laude from the University of Pennsylvania with a Bachelor of Arts degree in Philosophy, Political Science, and Economics, as well as French. She is fluent in Portuguese, English and French and proficient in Spanish.

David M. Lebovitz, Global Market Strategist

David M. Lebovitz

Vice President

Global Market Strategist

J.P. Morgan Funds

David M. Lebovitz, Vice President, is a Global Market Strategist on the J.P. Morgan Funds Global Market Insights Strategy Team. In this role, David is responsible for delivering timely market and economic insight to clients across the country. Since joining the team, David has focused on enhancing the group’s fixed income research efforts, building the Market Insights program in the United Kingdom and Europe, as well as coordinating the team’s global research and publication strategy. He has appeared on both Bloomberg TV and CNBC, and is often quoted in the financial press.

David first joined J.P. Morgan in 2010. Prior to joining the firm, David was a Research Analyst at Kobren Insight Management. At Kobren, David was responsible for small and mid cap equity research, and worked alongside the CIO and other analysts to construct model portfolios for investors of various risk tolerances.

David obtained a B.A. in Political Science and Philosophy, with a concentration in Leadership Studies, from Williams College in 2009. He is currently pursuing a dual-MBA degree from Columbia University and London Business School.