Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2017-10-04 | Former COO and Director of J.P. Morgan Investment Management; former Senior Manager (Audit) with Deloitte & Touche LLP; holds a Bachelor of Business Administration in Accounting. |
| 2018-10-03 | Mr. Young has more than 30 years of experience in the investment management industry. From 1997 to 2017, he held various positions with J.P. Morgan Investment Management Inc. and its affiliates. Before joining J.P. Morgan, Mr. Young, a former Certified Public Accountant (CPA), was a Senior Manager (Audit) with Deloitte & Touche LLP (formerly, Touche Ross LLP), where he was employed from 1985 to 1996. |
| 2019-10-23 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc. (2010-2016); formerly, President and Principal Executive Officer (2013-2016), and Senior Vice President and Chief Operating Officer (2005-2010) of J.P. Morgan Funds; formerly, Senior Manager (Audit) with Deloitte & Touche LLP (1985-1996). |
| 2020-10-13 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; former Certified Public Accountant (CPA). |
| 2021-10-12 | Formerly Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; former Senior Manager (Audit) with Deloitte & Touche LLP; holds a Bachelor of Business Administration degree in Accounting. |
| 2022-10-07 | Former Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; former Senior Manager (Audit) with Deloitte & Touche LLP; Bachelor of Business Administration in Accounting from University of Dayton. |
| 2023-11-02 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; President and Principal Executive Officer of the J.P. Morgan Funds; former Senior Manager (Audit) with Deloitte & Touche LLP; Bachelor of Business Administration in Accounting. |
| 2024-10-17 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc. (financial services) (2010-2016). |
| Filing Date | Source Excerpt |
|---|---|
| 2017-10-04 | Former Chief Operating Officer and Director of J.P. Morgan Investment Management; former Senior Manager (Audit) with Deloitte & Touche LLP; Bachelor of Business Administration in Accounting; former CPA. |
| 2018-10-03 | Formerly Chief Operating Officer and Director, J.P. Morgan Investment Management Inc. (2010-2016); President and Principal Executive Officer of the J.P. Morgan Funds (2013-2016); former Senior Manager (Audit) with Deloitte & Touche LLP; Bachelor of Business Administration degree in Accounting. |
| 2019-10-23 | Formerly Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; former Certified Public Accountant; Bachelor of Business Administration degree in Accounting. |
| 2021-10-12 | Former Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; former Senior Manager (Audit) with Deloitte & Touche LLP; Bachelor of Business Administration degree in Accounting from University of Dayton. |
| 2022-10-07 | Former COO and Director at J.P. Morgan Investment Management; Bachelor of Business Administration in Accounting; no programming or software engineering experience. |
| 2023-11-02 | Former Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; former Senior Manager (Audit) with Deloitte & Touche LLP; Bachelor of Business Administration in Accounting. |
| 2024-10-17 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc. (financial services) (2010-2016). |
| Filing Date | Source Excerpt |
|---|---|
| 2017-06-23 | Formerly Chief Operating Officer and Director of J.P. Morgan Investment Management Inc.; former Certified Public Accountant; holds a Bachelor of Business Administration degree in Accounting. |
| 2018-06-28 | Bachelor of Business Administration in Accounting; former CPA; experience in investment management and audit. |
| 2019-06-28 | Former COO and Director of J.P. Morgan Investment Management; former CPA; holds a Bachelor of Business Administration in Accounting; no mention of technical or software skills. |
| 2020-06-26 | Mr. Young holds a Bachelor of Business Administration degree in Accounting from the University of Dayton and was a Senior Manager (Audit) with Deloitte & Touche LLP. He has extensive experience in investment management. |
| 2021-06-25 | Former COO and Director at J.P. Morgan Investment Management; no indication of programming or computer science experience. |
| 2022-06-28 | Former COO and Director at J.P. Morgan Investment Management; former CPA; Bachelor of Business Administration in Accounting; no mention of programming or computer science. |
| 2023-06-30 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; former Certified Public Accountant; no software or programming experience mentioned. |
| 2024-06-27 | Mr. Young held various positions with J.P. Morgan Investment Management Inc., including Chief Operating Officer and President of J.P. Morgan Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-10-04 | Formerly Chief Operating Officer and Director of J.P. Morgan Investment Management; former Senior Manager (Audit) with Deloitte & Touche LLP; holds a Bachelor of Business Administration in Accounting. |
| 2018-10-03 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc. (2010-2016); formerly, President and Principal Executive Officer (2013-2016), and Senior Vice President and Chief Operating Officer (2005-2010) of J.P. Morgan Funds; formerly, Senior Manager (Audit) with Deloitte & Touche LLP (1985-1996); holds a Bachelor of Business Administration degree in Accounting from the University of Dayton |
| 2019-10-23 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; formerly, President and Principal Executive Officer of J.P. Morgan Funds; former Certified Public Accountant (CPA); Bachelor of Business Administration degree in Accounting from the University of Dayton. |
| 2020-10-13 | Mr. Young has more than 30 years of experience in the investment management industry. From 1997 to 2017, he held various positions with J.P. Morgan Investment Management Inc. and its affiliates. Before joining J.P. Morgan, Mr. Young, a former Certified Public Accountant (CPA), was a Senior Manager (Audit) with Deloitte & Touche LLP, where he was employed from 1985 to 1996. |
| 2021-10-12 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; formerly, President and Principal Executive Officer of J.P. Morgan Funds; former Certified Public Accountant (CPA); Bachelor of Business Administration degree in Accounting from the University of Dayton. |
| 2022-10-07 | Former Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; President and Principal Executive Officer of the J.P. Morgan Funds; former Senior Manager (Audit) with Deloitte & Touche LLP. |
| 2023-11-02 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; President and Principal Executive Officer of the J.P. Morgan Funds; former Certified Public Accountant (CPA); Senior Manager (Audit) with Deloitte & Touche LLP; Bachelor of Business Administration degree in Accounting from the University of Dayton. |
| 2024-10-17 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc. (financial services) (2010-2016). |
| Filing Date | Source Excerpt |
|---|---|
| 2018-02-23 | Mr. Young has more than 30 years of experience in the investment management industry. He was formerly Chief Operating Officer and Director of J.P. Morgan Investment Management Inc. and a Senior Manager (Audit) with Deloitte & Touche LLP. |
| 2019-02-26 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc. (2010-2016); formerly, Senior Manager (Audit) with Deloitte & Touche LLP (1985-1996); holds a Bachelor of Business Administration degree in Accounting. |
| 2020-03-02 | Mr. Young has more than 30 years of experience in the investment management industry. From 1997 to 2017, he held various positions with J.P. Morgan Investment Management Inc. and its affiliates. Before joining J.P. Morgan, Mr. Young, a former Certified Public Accountant (CPA), was a Senior Manager (Audit) with Deloitte & Touche LLP, where he actively participated in creating and leading the firm’s midwestern mutual fund practice. |
| 2021-03-04 | Former Chief Operating Officer and Director of J.P. Morgan Investment Management Inc.; former Senior Manager (Audit) with Deloitte & Touche LLP; Bachelor of Business Administration in Accounting. |
| 2022-02-24 | Former COO and Director at J.P. Morgan Investment Management; former CPA; no programming or computer science background mentioned. |
| 2023-03-30 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc. (financial services) (2010-2016); formerly, President and Principal Executive Officer (2013-2016), and Senior Vice President and Chief Operating Officer (2005-2010), of J.P. Morgan Funds; formerly, Director and various officer positions for J.P. Morgan Investment Management Inc. |
| 2024-02-27 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc. (financial services) (2010-2016). |
| 2025-03-04 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc. (2010-2016). |
| Filing Date | Source Excerpt |
|---|---|
| 2018-02-23 | Former COO and President of J.P. Morgan Investment Management; former CPA; Bachelor of Business Administration in Accounting; no mention of programming or computer science. |
| 2019-02-26 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc. (2010-2016); formerly, President and Principal Executive Officer (2013-2016), and Senior Vice President and Chief Operating Officer (2005-2010) of J.P. Morgan Funds; former Certified Public Accountant (CPA). |
| 2020-03-02 | Mr. Young, a former Certified Public Accountant (CPA), was a Senior Manager (Audit) with Deloitte & Touche LLP (formerly, Touche Ross LLP), where he was employed from 1985 to 1996. He has more than 30 years of experience in the investment management industry, including executive roles at J.P. Morgan Investment Management Inc. |
| 2021-03-04 | Mr. Young has experience in investment management and was a Senior Manager at Deloitte & Touche LLP, with no mention of computer science or programming. |
| 2022-02-24 | Mr. Young has a Bachelor of Business Administration in Accounting and CPA certification; no mention of programming or computer science degrees. |
| 2023-03-30 | Former Chief Operating Officer and Director at J.P. Morgan Investment Management; Bachelor of Business Administration in Accounting. |
| 2024-02-27 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc. (2010-2016); formerly, President and Principal Executive Officer (2013-2016) and Senior Vice President and Chief Operating Officer (2005-2010), of J.P. Morgan Funds. |
| 2025-03-04 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc. (financial services) (2010-2016). |
| Filing Date | Source Excerpt |
|---|---|
| 2017-06-23 | Formerly Chief Operating Officer and Director of J.P. Morgan Investment Management; former Senior Manager (Audit) with Deloitte & Touche LLP; holds a Bachelor of Business Administration in Accounting. |
| 2018-06-28 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; President and Principal Executive Officer of the J.P. Morgan Funds; former Certified Public Accountant; Bachelor of Business Administration degree in Accounting from the University of Dayton. |
| 2019-06-28 | Formerly Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; President and Principal Executive Officer of the J.P. Morgan Funds; former Senior Manager (Audit) with Deloitte & Touche LLP; Bachelor of Business Administration degree in Accounting from the University of Dayton. |
| 2020-06-26 | Mr. Young held executive roles at J.P. Morgan Investment Management and was a Senior Manager at Deloitte & Touche LLP; holds a Bachelor of Business Administration in Accounting. |
| 2021-06-25 | Former COO and Director at J.P. Morgan Investment Management; former CPA; no mention of programming or software engineering experience. |
| 2022-06-28 | Mr. Young holds a Bachelor of Business Administration degree in Accounting from the University of Dayton and was a Senior Manager (Audit) with Deloitte & Touche LLP. |
| 2023-06-30 | Mr. Young was COO and Director at J.P. Morgan Investment Management and has a Bachelor of Business Administration in Accounting. |
| 2024-06-27 | Mr. Young held various positions with J.P. Morgan Investment Management, including COO and President of J.P. Morgan Funds, and was a Senior Manager (Audit) with Deloitte & Touche LLP. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-06-23 | Formerly Chief Operating Officer and Director of J.P. Morgan Investment Management; former Senior Manager (Audit) with Deloitte & Touche LLP; Bachelor of Business Administration in Accounting. |
| 2018-06-28 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; formerly Senior Manager (Audit) with Deloitte & Touche LLP; Bachelor of Business Administration degree in Accounting. |
| 2019-06-28 | Formerly Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; former Certified Public Accountant; Bachelor of Business Administration degree in Accounting from the University of Dayton. |
| 2020-06-26 | Mr. Young has experience as COO and President in investment management and was a Senior Manager in audit at Deloitte & Touche LLP. He holds a Bachelor of Business Administration in Accounting. |
| 2021-06-25 | Former COO and President of J.P. Morgan Investment Management; former Senior Manager at Deloitte & Touche LLP; holds a Bachelor of Business Administration in Accounting. |
| 2022-06-28 | Former COO and Director at J.P. Morgan Investment Management; Bachelor of Business Administration in Accounting; no mention of programming or technical degrees. |
| 2023-06-30 | Formerly Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; former Certified Public Accountant; Bachelor of Business Administration in Accounting from University of Dayton. |
| 2024-06-27 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc. (2010-2016); formerly, Senior Vice President and Chief Operating Officer of J.P. Morgan Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-06-23 | Formerly Chief Operating Officer and Director of J.P. Morgan Investment Management; former CPA; Bachelor of Business Administration in Accounting. |
| 2018-06-28 | Formerly Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; former Certified Public Accountant; Bachelor of Business Administration degree in Accounting from the University of Dayton. |
| 2019-06-28 | Formerly Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; former Certified Public Accountant; Bachelor of Business Administration degree in Accounting from the University of Dayton. |
| 2020-06-26 | Mr. Young held executive positions at J.P. Morgan Investment Management and was a Senior Manager at Deloitte & Touche LLP. |
| 2021-06-25 | Mr. Young held executive roles at J.P. Morgan Investment Management and was a CPA; no programming or technical roles noted. |
| 2022-06-28 | Former COO and President of J.P. Morgan Funds; former CPA; no programming or software engineering experience mentioned. |
| 2023-06-30 | Mr. Young, a former Certified Public Accountant (CPA), was a Senior Manager (Audit) with Deloitte & Touche LLP, where he actively participated in creating and leading the firm’s midwestern mutual fund practice. He holds a Bachelor of Business Administration degree in Accounting from the University of Dayton. |
| 2024-06-27 | Mr. Young held various positions with J.P. Morgan Investment Management Inc., including Chief Operating Officer and President of J.P. Morgan Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-06-23 | Formerly Chief Operating Officer and Director of J.P. Morgan Investment Management; former Senior Manager (Audit) with Deloitte & Touche LLP; Bachelor of Business Administration in Accounting. |
| 2018-06-28 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; former Certified Public Accountant; holds a Bachelor of Business Administration degree in Accounting. |
| 2019-06-28 | Formerly Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; President and Principal Executive Officer of the J.P. Morgan Funds; former Certified Public Accountant; Bachelor of Business Administration degree in Accounting from the University of Dayton. |
| 2020-06-26 | Mr. Young holds a Bachelor of Business Administration degree in Accounting and was a Senior Manager (Audit) with Deloitte & Touche LLP. |
| 2021-06-25 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; former Certified Public Accountant; Bachelor of Business Administration degree in Accounting. |
| 2022-06-28 | Former COO and Director at J.P. Morgan Investment Management; former Senior Manager at Deloitte & Touche; degrees in accounting; no mention of software or programming skills. |
| 2023-06-30 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; President and Principal Executive Officer of J.P. Morgan Funds; Senior Manager (Audit) with Deloitte & Touche LLP; Bachelor of Business Administration in Accounting from University of Dayton. |
| 2024-06-27 | Mr. Young held various positions with J.P. Morgan Investment Management Inc., including Chief Operating Officer and President of the J.P. Morgan Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-10-04 | Former COO and Director of J.P. Morgan Investment Management; former Senior Manager (Audit) with Deloitte & Touche LLP; holds a Bachelor of Business Administration in Accounting. |
| 2018-10-03 | Formerly Chief Operating Officer and Director of J.P. Morgan Investment Management Inc.; former Certified Public Accountant; Bachelor of Business Administration degree in Accounting from the University of Dayton. |
| 2019-10-23 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc. (2010-2016); former Certified Public Accountant (CPA); Bachelor of Business Administration degree in Accounting from the University of Dayton. |
| 2020-10-13 | Mr. Young has more than 30 years of experience in the investment management industry. He was formerly a Certified Public Accountant and Senior Manager (Audit) with Deloitte & Touche LLP. He holds a Bachelor of Business Administration degree in Accounting from the University of Dayton. |
| 2021-10-12 | Mr. Young holds a Bachelor of Business Administration degree in Accounting from the University of Dayton and was a Senior Manager (Audit) with Deloitte & Touche LLP. |
| 2022-10-07 | Former COO and Director of J.P. Morgan Investment Management; Bachelor of Business Administration in Accounting. |
| 2023-11-02 | Chief Operating Officer and Director at J.P. Morgan Investment Management Inc.; President and Principal Executive Officer of J.P. Morgan Funds; former Senior Manager (Audit) at Deloitte & Touche LLP; Bachelor of Business Administration in Accounting from University of Dayton. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-06-23 | Formerly Chief Operating Officer and Director at J.P. Morgan Investment Management; former Senior Manager (Audit) at Deloitte & Touche LLP; holds a Bachelor of Business Administration in Accounting. |
| 2018-06-28 | Formerly Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; former Certified Public Accountant; holds a Bachelor of Business Administration degree in Accounting. |
| 2019-06-28 | Formerly Chief Operating Officer and Director of J.P. Morgan Investment Management Inc.; President and Principal Executive Officer of J.P. Morgan Funds; former Senior Manager (Audit) with Deloitte & Touche LLP; Bachelor of Business Administration in Accounting. |
| 2020-06-26 | Mr. Young held executive positions at J.P. Morgan Investment Management and was a Senior Manager at Deloitte & Touche LLP. |
| 2021-06-25 | Former COO and Director of J.P. Morgan Investment Management; former Senior Manager at Deloitte & Touche LLP; holds a Bachelor of Business Administration in Accounting. |
| 2022-06-28 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; former Certified Public Accountant (CPA); Senior Manager (Audit) with Deloitte & Touche LLP; Bachelor of Business Administration degree in Accounting. |
| 2023-06-30 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; President and Principal Executive Officer of J.P. Morgan Funds; former Certified Public Accountant (CPA). |
| 2024-06-28 | Formerly COO and Director at J.P. Morgan Investment Management Inc.; former Senior Manager (Audit) at Deloitte & Touche LLP. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-06-23 | Formerly Chief Operating Officer and Director of J.P. Morgan Investment Management Inc.; former Senior Manager (Audit) with Deloitte & Touche LLP; Bachelor of Business Administration in Accounting. |
| 2018-06-28 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; former Certified Public Accountant; Bachelor of Business Administration degree in Accounting from the University of Dayton. |
| 2019-06-28 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc. (2010-2016); President and Principal Executive Officer of the J.P. Morgan Funds (2013-2016); former Certified Public Accountant (CPA); Bachelor of Business Administration degree in Accounting from the University of Dayton. |
| 2020-06-26 | Mr. Young was Chief Operating Officer and Director of J.P. Morgan Investment Management Inc.; former Senior Manager (Audit) with Deloitte & Touche LLP; holds a Bachelor of Business Administration degree in Accounting. |
| 2022-06-28 | Mr. Young, a former Certified Public Accountant (CPA), was a Senior Manager (Audit) with Deloitte & Touche LLP. |
| 2023-06-30 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; President and Principal Executive Officer of J.P. Morgan Funds; former Certified Public Accountant (CPA); Bachelor of Business Administration degree in Accounting. |
| 2024-06-28 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc. (financial services) (2010-2016). |
| Filing Date | Source Excerpt |
|---|---|
| 2018-02-23 | Mr. Young has more than 30 years of experience in the investment management industry. He was formerly a Senior Manager (Audit) with Deloitte & Touche LLP, where he led the firm’s midwestern mutual fund practice. |
| 2019-02-26 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc. (2010-2016); formerly, President and Principal Executive Officer (2013-2016), and Senior Vice President and Chief Operating Officer (2005-2010) of J.P. Morgan Funds; formerly, Director and various officer positions for J.P. Morgan Investment Management Inc. and affiliates (1999-2017); former Certified Public Accountant (CPA); Bachelor of Business Administration degree in Accounting from the University of Dayton. |
| 2020-03-02 | Mr. Young, a former Certified Public Accountant (CPA), was a Senior Manager (Audit) with Deloitte & Touche LLP, where he led the firm’s midwestern mutual fund practice. He holds a Bachelor of Business Administration degree in Accounting. |
| 2021-03-04 | Former Chief Operating Officer and Director of J.P. Morgan Investment Management Inc.; Bachelor of Business Administration degree in Accounting from the University of Dayton; former Senior Manager (Audit) with Deloitte & Touche LLP. |
| 2022-02-24 | Mr. Young holds a Bachelor of Business Administration degree in Accounting from the University of Dayton and was a Senior Manager (Audit) with Deloitte & Touche LLP. |
| 2023-03-30 | Chief Operating Officer and Director, J.P. Morgan Investment Management Inc. (2010-2016); President and Principal Executive Officer, J.P. Morgan Funds (2013-2016); former Certified Public Accountant (CPA). |
| 2024-02-27 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc. (financial services) (2010-2016). |
| 2025-03-04 | Formerly, Chief Operating Officer and Director, J.P. Morgan Investment Management Inc.; President and Principal Executive Officer, J.P. Morgan Funds. |
Data sourced from SEC filings. Last updated: 2025-08-30