General Investing >> Money Manager Interviews >> March 13, 2000
TERRY BANET is a Vice President and Senior Portfolio Manager for private
equity and balanced accounts with J.P. Morgan's Private Bank. In
addition, she manages the J.P. Morgan Tax-Aware Equity Fund. Since
joining the firm in 1985, Ms. Banet has done extensive work in product
development for both US and international clients and was key in helping
develop Morgan's Tax-Aware equity process. Previously, she worked at
Coopers & Lybrand. Ms. Banet holds a Bachelor of Science degree from
Lehigh University and an MBA from The Wharton School of Business. Profile
designation from Morningstar and has a tax efficiency ratio of 99%.
Before we learn the keys to that success, give us a framework
