J.P. Morgan Asset Management Strengthens Retirement Business with Strategic Hires

Biographies

Josh Forstater is a Managing Director and the Head of Everyday 401(k) for J.P. Morgan Asset Management’s Retirement Team in New York. In this role, he leads distribution efforts for the Everyday 401(k) platform, J.P. Morgan’s retirement plan product geared toward small business clients.

Prior to joining J.P. Morgan, Josh served as Managing Director and Head of Business Development & Solution Design at Vestwell, a fintech and industry leader in retirement, 529, and ABLE plans. He was one of the first 10 employees at the company and held different positions within the firm leading and scaling business development, retirement plan distribution, partnerships, and product management. Before that, he held roles as Vice President of Institutional European Equity Sales at Nomura Securities and as a Finance Analyst at Deutsche Asset Management.

Josh holds an MBA from Columbia Business School and dual undergraduate degrees in Finance and Philosophy from Villanova University.

Tina Anstett is an Executive Director, ERISA Strategist for J.P. Morgan Asset Management’s Retirement Insights Team in New York. In this role, she oversees the development and delivery of retirement insights, focusing on the regulatory and legislative landscape.

Previously, Tina served as Chief Legal Officer and Head of Fiduciary Services at Smart USA Co. (Smart), where she supported the design and delivery of Smart’s ERISA fiduciary oversight services, provided regulatory guidance for their retirement plan technology development initiatives, and offered general legal and governance support to Smart and its subsidiaries. She also sat on the Board of Directors of Smart’s subsidiary Smart Retirement Solutions, Inc. (SRS) and was a member of the SRS Fiduciary Oversight Committee. Before joining Smart in 2022, Tina was Director, Advanced Markets-401(k), and later Director, Product Regulatory and Sales Support within Equitable’s Group Retirement business. Prior to Equitable, she served as Chief Legal Officer for USI Consulting Group.

Tina holds a BA from New York University, a JD from Western New England University School of Law and is a member of the Connecticut Bar.

About J.P. Morgan Asset Management

J.P. Morgan Asset Management, with assets under management of $3.5 trillion (as of 9/30/2024), is a global leader in investment management. J.P. Morgan Asset Management’s clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity. For more information, visit: www.jpmorgan.com/am

JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America (“U.S.”), with operations worldwide. JPMorganChase had $4.2 trillion in assets and $346 billion in stockholders’ equity (as of 9/30/2024). The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under the J.P. Morgan and Chase brands, the Firm serves millions of customers in the U.S., and many of the world’s most prominent corporate, institutional and government clients globally. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

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SOURCE J.P. Morgan Asset Management