Joe Wilson

Analyst-Equity at

JPMorgan Investment Management, Inc.

Finance

Consumer Services

Commercial Services

Profile

Mr. Joseph Wilson is a Portfolio Manager at JPMorgan Investment Management, Inc. He is also an Managing Director and a Research Analyst within the U.S.
Equity group.
He is responsible for the technology sector for JPMorgan’s large cap growth portfolios.
He joined the firm in 2014 and has over 20 years in the industry.
Prior to joining the firm, Mr. Wilson spent six years as a buy side analyst for UBS Global Asset Management, where he covered the technology sector for the Large Cap Growth team from 2010 to 2014, and the Mid Cap Growth team in 2009.
Prior to that, he worked at RBC Capital Markets as a sell side research associate covering enterprise, infrastructure, and security software.
He holds a B.A. in Finance from the University of St. Thomas and an M.B.A. from the University of St. Thomas Opus College of Business.

Joe Wilson 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.	Analyst-Equity	2013-12-31

All active positions of Joe Wilson

Former positions of Joe Wilson

Companies	Position	End
UBS Asset Management (Americas) LLC UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value.	Analyst-Equity	2014-08-31
RBC Capital Markets LLC RBC Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2008-12-30
Armor Security, Inc. Armor Security, Inc. Miscellaneous Commercial ServicesCommercial Services Provides security systems installation, safety systems and locksmith services	Corporate Officer/Principal	2004-08-29

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Training of Joe Wilson

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Linked companies

Private companies	5
UBS Asset Management (Americas) LLC UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value.	Finance
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
RBC Capital Markets LLC RBC Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
University of St. Thomas University of St. Thomas Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Armor Security, Inc. Armor Security, Inc. Miscellaneous Commercial ServicesCommercial Services Provides security systems installation, safety systems and locksmith services	Commercial Services

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