Today we welcome new member Steven Wharton to BWC!

Steven Wharton is a Managing Director at JP Morgan Asset Management, where he has been a senior member of the US Equity Fundamental Research Group since 2006, covering large-cap financial sector equities including money center banks, brokers, exchanges, card lenders, and fintech.

With nearly three decades of experience in equity research across JP Morgan, Morgan Stanley Investment Management, and Loomis Sayles, he has built an auditable track record of alpha generation in both long-only and long/short products. He is also co-founder of Hudson Network, a cross-Wall Street LGBT professional networking group with over 2,400 members.

We appreciate his support for our work and mission, and we look forward to his engagement!