Soma Rao
Soma Rao
CFA,
Managing Director

Soma is a managing director at J.P. Morgan Private Bank in London and heads the Fixed Income, Currency and Commodities (FICC) team for the EMEA region. His team offers a broad range of investment solutions to meet the needs of private bank clients. Soma is also responsible for the FICC Investment Management platform in the private bank to deliver a full spectrum of managed investments using both internal and external investment managers.

Soma has broad investment advisory, sales and, trading management, and new business development experience. He joined J.P. Morgan in 2009. Before that, he was a Managing Director with Citigroup in New York and headed a multi asset structured products team and advised clients on portfolio strategies and risk management. Prior to joining Citigroup, Soma worked with HSBC (Republic Bank) in New York and Mellon Bank in Pittsburgh, Pennsylvania in various trading positions in foreign exchange, taxable fixed income and derivatives.

Soma is a Chartered Financial Analyst (CFA) charter holder and a member of the New York Society of Security Analysts (NYSSA). Soma holds a MBA degree from the Carnegie Mellon University and a Master’s degree in Mechanical Engineering from the University of Pittsburgh.

Soma has been a guest speaker at various seminars organized by groups such as the Structured Products Association and SRP and has spoken on topics such as “Managing portfolio risk using structured investments,” and “International portfolio diversification.”

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