Preeti Bhattacharji

Preeti Bhattacharji is the Head of Sustainable Investing for J.P. Morgan’s U.S. Private Bank. In this role, she works with advisors and their clients to incorporate sustainability into their investment portfolios, develop thought leadership and work with portfolio managers and due diligence colleagues to expand the Private Bank’s sustainable investing platform.

Preeti has over a decade of experience stewarding Sustainable Investments across asset classes and return profiles. Prior to J.P. Morgan, Preeti worked on post-investment engagement at Calvert Research & Management. Before that, she served as a Vice President of Integrated Capitals at the F.B. Heron Foundation, working to better align the foundation’s endowment with its mission, informing Heron’s long-term strategic direction and helping to steward its investments across asset classes. Preeti has also served as the Assistant Director for the Heilbrunn Center for Graham & Dodd Investing and a Research Associate at the Council on Foreign Relations, where she reported on global issues that included the global financial crisis and climate change.

Preeti currently teaches at Columbia Business School as an Associate Adjunct Professor and at the Columbia School of International and Public Affairs as the Brandmeyer Fellow for Impact and Sustainable Investing. She serves on the Investment Committee of the Nathan Cummings Foundation and the Board of the Victoria Foundation.