Jean L. Brunel, CFA

Brunel Associates LLC


Edina, MN

Mr. Brunel is the managing principal of Brunel Associates, a firm offering wealth management consulting services to ultra affluent individuals. He spent the bulk of his career in the investment management group of J.P. Morgan, where he worked in the U.S. and abroad from 1976 until his retirement in the spring of 1999.  In 1990, he assumed the position of chief investment officer of J.P. Morgan’s global private bank. Prior to that, he had served in New York, Tokyo, Hong Kong, Singapore and Melbourne, in various investment and managerial capacities.

Upon retiring from J.P. Morgan, he started consulting for wealthy individuals and the institutions that serve them. Thus, he consulted for and then served as chief investment officer of Private Asset Management at U.S. Bancorp, a position he held until June 2001, when he left to found Brunel Associates.

Jean is the editor of the Journal of Wealth Management, published by Institutional Investor Journals and a Trustee of the Research Foundation of The CFA Institute. Further, he authored “Integrated Wealth Management: The New Direction for Portfolio Managers” (a book published in 2002 and in 2005 – Second Edition – by Euromoney Books) and a number of peer-reviewed articles.

A graduate of Ecole des Hautes Etudes Commerciales in France, Jean holds an MBA from the Kellogg Graduate School of Management at Northwestern University and is a Chartered Financial Analyst.