Mr. Chris Meredith is currently the Chief Investment Officer for Tax-Smart Strategies at JP Morgan Asset Management. Chris is providing investment leadership in Tax Smart capabilities across active and index SMAs, and ETF model portfolios for JP Morgan Asset Management. He is leading cross-functional groups, partnering with technology and quantitative teams at JP Morgan and 55ip, with the shared goal of expanding the investment offerings available on the tax management platform and driving scale.
Mr. Meredith is also a Senior Visiting Lecturer for the Finance Department at the Cornell SC Johnson College of Business. His teaching mandate has at times included Applied Portfolio Management, Equity Investment Research and Analysis, the Investment Immersion, and Natural Language Processing for Business.
Previously, Mr. Meredith was the Chief Investment Officer at O’Shaughnessy Asset Management (OSAM), a quantitative equity asset manager and Direct Indexing group. Mr. Meredith was responsible for all investment functions including supervising the portfolio management team, investment strategy research, tax-management capabilities, trading functions and technology development for the firm. Prior to joining OSAM, Mr. Meredith was a senior research analyst of the Systematic Equity Team at Bear Stearns Asset Managment. He was a Director of Technology at Oracle and spent eight years as a technology professional before attending the Cornell SC Johnson College of Business.
Mr. Meredith holds a B.A. from Colgate University, an MBA from Cornell University, an M.A. in Financial Mathematics from Columbia University, and is a Chartered Financial Analyst. He lives in Chappaqua, New York, with his wife and three children.