About the Author
Jean L.P. Brunel, CFA, is managing principal, Brunel Associates LLC, a firm founded in 2001 to serve ultra-high-net-worth individuals and their advisors. Prior to founding Brunel Associates, Jean spent the bulk of his career with J.P. Morgan, becoming the chief investment officer of J.P. Morgan's global private bank and a director and member of the Executive Committee of J.P. Morgan Investment Management, Inc., in 1990.
He has been the editor of the Journal of Wealth Management since its founding in 1998, and the author of the book Integrated Wealth Management: The New Direction for Portfolio Managers, as well as many peer-reviewed articles. During his more than thirty-five-year career, Jean has been based in the United States, Japan, Hong Kong, Singapore, and Australia and has served clients around the world. His three most notable areas of focus have been tax-aware investing, goals-based wealth management, and the role of alternative assets in balanced portfolios.
In 2011, Jean received the prestigious C. Stewart Sheppard Award from the CFA Institute; this award is presented annually to an individual CFA charter holder in recognition of outstanding contributions in fostering the education of professional investors and the development of programs and publications to encourage continuing education in the investment profession. In June 2012, Jean was named the 2012 Multi-Family Office Chief Investment Officer of the Year by Family Office Review. He is a graduate ...
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