Chris Blum’s career has focused on commitment to driving performance and increasing shareholder value through execution of strategic initiatives, operational delivery, and organizational effectiveness. He brings comprehensive investment, portfolio management, product creation, distribution, and sales management capabilities, in Asset and Wealth Management. Additionally excels in digital and data transformation for complex, multijurisdictional businesses, as well as fintech disruptors.
Chris brings decades of experience in the Asset and Wealth Management Industry having worked at J.P. Morgan for the past 25 years before his retirement in 2022. While at JP Morgan, he held the roles of Chief Investment Officer of the Behavioral Finance Division, Global Head of Equities and Head of Investments, APAC for Wealth Management. Additionally, he served as Head of Digital and Data Transformation for the International Private Bank. Today, Chris advises Venture Capital and Private Equity funds and portfolio companies.
Chris holds Series 7, 63, 9, 10, 55, 23 licenses from the New York Society of Security Analysts and is a qualified Chartered Financial Analyst, CFA Institute. He has been a guest lecturer at both New York University and Columbia University. He holds a Bachelor of Business Administration (BBA) in Finance from CUNY, Baruch College in New York.