Cathleen E. ConnorsCathleen E. ConnorsSenior Client Associate
LinkedInAbout Cathleen
Cathleen E. Connors is a Senior Client Associate with J.P. Morgan Wealth Management. As a member of Fagan & Boshart Wealth Management, she supports the team in providing investment services to a variety of clients, including high-net-worth individuals and their families, family offices and institutions. Cathleen is focused on providing a superior client service experience for her clients, and is responsible for reporting, onboarding new accounts, trading, account maintenance, operations and business development efforts. She is dedicated to ensuring that her clients and the team have accurate and timely information to guide their investment decisions. In an industry where markets can be unpredictable, Cathleen's clients rely on her diligence in providing a consistent, excellent service experience.
Cathleen graduated from the Carroll School of Management at Boston College with a B.S. in Management, specifically with a concentration in Finance and Marketing. With five years of experience in financial services, she began her career in 2013 at Eaton Vance as a Mutual Fund Services Representative, was promoted to be an Internal Wholesaler at Eaton Vance in 2014, and in 2015 moved to Goldman Sachs & Co., where she was a Senior Analyst in the Private Wealth Management portion of the Investment Management Division. Cathleen joined J.P. Morgan in 2017. She holds FINRA Series 7, 63 and 66 licenses.
Active in her community, Cathleen is on the Boston Young Leaders board of The Ireland Funds America, an organization whose mission is to harness the power of a global philanthropic network of friends of Ireland to promote and support peace, culture, education and community development across the island of Ireland and among Irish communities around the world. She is also an active member of the Rivers School Alumni Council, where she graduated from in 2009. Cathleen lives in Beacon Hill, and in her free time enjoys traveling, spending time with family, reading and running.
Insights
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