Bala S. Iyer
Profile
Dr. Bala S.
Iyer is a Managing Director at JPMorgan Investment Management, Inc. He is also Chief Investment Officer of the Columbus Investment Team
Dr. Iyer worked at Albion College, JPMorgan Investment Advisors, Inc., and Steward Capital Management, Inc. He also served on the board at Banc One Investment Advisors.
Dr. Iyer received his BS in Commerce from Podar College, MBA in Finance and Accounting from the Indian Institute of Management and a PhD in Money and Financial Markets from Columbia University.
He is also a Chartered Financial Analyst.
Former positions of Bala S. Iyer
| Companies | Position | End |
|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Chief Investment Officer | 30/10/2014 |
| JPMorgan Investment Advisors, Inc. | Head-Equity Investments | 30/12/2009 |
Banc One Investment Advisors
 Banc One Investment Advisors Major BanksFinance Founded in 1992, Banc One Investment Advisors (BOIA) is a multi-style money manager delivering individually managed portfolios and mutual funds to a broad spectrum of institutional and individual clients. BOIA an indirect subsidiary of Bank One Corporation (NYSE: ONE). | Director of Research - Equity | 17/02/2005 |
| Albion College | Corporate Officer/Principal | - |
Steward Capital Management, Inc.
 Steward Capital Management, Inc. Investment ManagersFinance Steward Capital Management, Inc. (SCM) is an independent asset management firm headquartered in Bloomfield Hills, Michigan. The firm was founded in 1988 by Anmar Karim Sarafa. SCM provides investment management services to institutional and high-net worth individual investors using equities, fixed-income and diversified funds. | Portfolio Manager-Equities | - |
Training of Bala S. Iyer
| The Trustees of Columbia University in The City of New York | Doctorate Degree |
| Indian Institute of Management Ahmedabad | Masters Business Admin |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
| JPMorgan Investment Advisors, Inc. | Finance |
Banc One Investment Advisors
Banc One Investment Advisors Major BanksFinance Founded in 1992, Banc One Investment Advisors (BOIA) is a multi-style money manager delivering individually managed portfolios and mutual funds to a broad spectrum of institutional and individual clients. BOIA an indirect subsidiary of Bank One Corporation (NYSE: ONE). | Finance |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
Steward Capital Management, Inc.
Steward Capital Management, Inc. Investment ManagersFinance Steward Capital Management, Inc. (SCM) is an independent asset management firm headquartered in Bloomfield Hills, Michigan. The firm was founded in 1988 by Anmar Karim Sarafa. SCM provides investment management services to institutional and high-net worth individual investors using equities, fixed-income and diversified funds. | Finance |
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