Anne Lester, managing director, is a portfolio manager and Head of Retirement Solutions for J.P.Morgan Asset Management's Solutions, where she is responsible for advancing the firm's market leading retirement investment product offering and thought leadership. Anne is a seasoned asset allocation specialist who has been responsible for the development of the firm's defined contribution asset allocation strategies including the JPMorgan SmartRetirement target date funds and the firm's Dynamic Withdrawal strategy.
As the architect of the firm's SmartRetirement strategy, Anne has worked to help define and determine the potential applicability of J.P. Morgan's investment processes and strategies to retirement issues faced by corporations and governments worldwide, as many organizations begin shifting some or all of the responsibility for retirement investing and spend-down to individuals. She and her team were awarded the 2014 Morningstar U.S. Allocation Fund Manager of the Year for this effort.
She is also a member of the portfolio management team of the JPMorgan Income Builder Fund. Anne, who joined J.P. Morgan in 1992, worked as a fixed income and currency trader and portfolio manager in the Milan office prior to her move to the Multi-Asset Solutions team in 2000. Before beginning her career with J.P. Morgan, she was a Fulbright Scholar in 1990, spending more than a year in Tokyo working for a member of the Japanese Parliament. Previously, she worked for the U.S. Senate Government Affairs Committee.
Anne earned an M.A. in international economics and Japan Studies from Johns Hopkins University's
School for Advanced International Studies, and received her A.B. in Politics from Princeton University.