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Anton Ortner, CAIA

Anton Ortner, CAIA

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location of Anton Ortner, CAIASwitzerland

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  • Timeline

  • About me

    Managing Director at J.P. Morgan

  • Education

    • Diplomatic Academy Vienna

      2004 - 2005
      International/Global Studies With Merit

    • London School of Economics and Political Science

      2001 - 2004
      Bachelor of Science (BSc) Economics and Philosophy

    • London Business School

      2013 - 2015
      Masters in Finance (MSc)

      Post-experience Finance Programme

  • Experience

    • J.P. Morgan

      Mar 2006 - Aug 2013

      Based in London, Investment Advisor for UHNW Individuals in the UK Team with a focus on the Financial Sponsors community and Senior Financial Executives. Structured Syndicate Middle Office - Asset Backed Securities (ABS) Product Control

      • Vice President

        Jan 2007 - Aug 2013

      • Analyst - Graduate Programme

        Mar 2006 - Dec 2006

    • J.P. Morgan

      Apr 2015 - now

      Based in Zurich, Investment Advisor within the Swiss UHNW Team focusing on Swiss German and UK Res Non Dom clients. Advising, communicating and executing investment solutions across asset classes and active role in client acquisition. Based in Geneva, Investment Advisor within the Swiss UHNW Team focusing on UK Res Non Dom and Swiss clients. Advising, communicating and executing investment solutions across asset classes and managing multi-asset discretionary portfolios.

      • Managing Director

        May 2024 - now

      • Executive Director

        Oct 2018 - May 2024

      • Executive Director

        Apr 2015 - Oct 2018

  • Licenses & Certifications

    • Chartered Alternative Investment Analyst (CAIA)