Jean L.P. Brunel, CFA, is chief investment officer at GenSpring Family Offices. Previously, he was the managing principal of Brunel Associates, a firm offering wealth management consulting services to ultra-affluent individuals. Prior to the formation of the firm, he held several positions at JPMorgan, including in various investment and managerial capacities in New York, Tokyo, Hong Kong, Singapore and Melbourne, and then as chief investment officer of JPMorgan’s global private bank. Mr. Brunel is the editor of the Journal of Wealth Management and was a trustee of the Research Foundation of CFA Institute from 2004 to 2009. He is the author of Integrated Wealth Management: The New Direction for Portfolio Managers as well as a number of peer-reviewed articles. He is the 2011 recipient of the C. Stewart Sheppard Award presented by CFA Institute in recognition of outstanding contribution to continuing education. Mr. Brunel is a graduate of École des Hautes Études Commerciales, and he holds an MBA from the Kellogg Graduate School of Management at Northwestern University.

This information is accurate as of the date of recording.