Profile
Ms. Terry E.
Banet was previously employed as a Chief Investment Officer by SigFig Wealth Management LLC, a Managing Director by JPMorgan Investment Management, Inc., a Managing Director by JPMorgan Chase Co. (Investment Management), and a Principal by Coopers & Lybrand LLP.
She received her undergraduate degree from Lehigh University and an MBA from The Wharton School of the University of Pennsylvania.
Former positions of Terry E. Banet
| Companies | Position | End |
|---|---|---|
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. | Portfolio Manager-Equities | 2006-01-22 |
JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPM-IM actively manages portfolios and focuses on identifying opportunities through proprietary in-house research that seeks to assess the fundamental value of securities. The firm invests globally, across all market-caps. | Portfolio Manager-Equities | 2005-12-30 |
Coopers & Lybrand LLP
Coopers & Lybrand LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | 1984-12-30 |
SigFig Wealth Management LLC
SigFig Wealth Management LLC Investment ManagersFinance SigFig researches asset class options to understand their performance in different market and economic conditions by analyzing class returns, volatility, and correlation among the classes and identifies which asset classes contribute to a well-balanced portfolio. The firm typically selects investment vehicles that it believes provide the balance of market coverage at a reasonable cost compared with other vehicles. They create portfolios matched to a range of risk tolerances designed to follow Modern Portfolio Theory (MPT) techniques. | Chief Investment Officer | - |
Training of Terry E. Banet
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
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 |
JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPM-IM actively manages portfolios and focuses on identifying opportunities through proprietary in-house research that seeks to assess the fundamental value of securities. The firm invests globally, across all market-caps. | Finance |
Coopers & Lybrand LLP
Coopers & Lybrand LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Lehigh University
Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SigFig Wealth Management LLC
SigFig Wealth Management LLC Investment ManagersFinance SigFig researches asset class options to understand their performance in different market and economic conditions by analyzing class returns, volatility, and correlation among the classes and identifies which asset classes contribute to a well-balanced portfolio. The firm typically selects investment vehicles that it believes provide the balance of market coverage at a reasonable cost compared with other vehicles. They create portfolios matched to a range of risk tolerances designed to follow Modern Portfolio Theory (MPT) techniques. | Finance |
The Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Terry E. Banet
















