Stephen Rubino

Steve Rubino, Managing Director, is Head of Retirement at J.P. Morgan Asset Management. In the role, Steve oversees the firm’s $255 billion workplace retirement business, developing and executing the firm’s retirement strategy, managing the group's distribution teams, and working closely with investment teams on new product development, including retirement income solutions and next generation target date funds. Steve is also Chair of the Defined Contribution Operating Committee. Content is intended for institutional/wholesale/professional clients and qualified investors only (not for retail investors) as defined by local laws and regulations. J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide (collectively “JPM”). Comments may not reflect those of J.P. Morgan or its affiliates. Content is intended for US audience only, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy specific to any individual investor’s needs. JPM is not responsible for third-party posted content. "Likes", "Favorites", shares, similar functionality or content appearing on third party websites should not be considered an endorsement of JPM products or services.

Head of Workplace Distribution & Innovation, responsible for leading direct sales and distribution partnerships, relationship management, consultant and advisor relations, and innovation efforts. Key member of the executive leadership team that grew Edelman Financial Engines from a start-up to the largest independent Registered Investment Advisor (RIA) in America with over $240 billion in AUM.

Responsible for Financial Engines’ plan sponsor clients, recordkeeping partners, and consultant relations. Overall accountability for all aspects of the institutional client base, including setting and executing strategy, ongoing client servicing as well as client acquisition, implementation, and retention. Executive sponsor of the Financial Engines Client Advisory Council.