About Steven

Steven Menard is an Investment Associate with J.P. Morgan Wealth Management.

He and his team provide investment services for a variety of clients, including wealthy individuals, family offices and international institutions. Steven's responsibilities comprise a number of client-related servicing functions, among which are assistance with account opening, trade execution, reporting, records management and operations.

Steven has over 15 years of financial industry experience, beginning initially in accounting and taxation, followed by an internship in a lending and leasing capacity for a major bank. He has also worked in operations management. Steven believes his persistence, coupled with an ability to navigate through a complex corporate structure, are important elements in keeping his clients well served in an increasingly regulated environment. Prior to joining J.P. Morgan in 2012, Steven worked at Bank of America while in college, and then for State Street Global Custody from 2007 to 2012.

Steven graduated from Franklin Pierce College with a B.S. in Financial Management and a minor in Accounting. A native of Rhode Island, he currently lives in Beverly, Massachusetts, with his wife, daughter and son. He enjoys playing soccer, kayaking, and snowboarding. After college, he traveled to Australia and backpacked to the Great Barrier Reef, an impetus for the hiking he continues to do today. Steven volunteers with the Salvation Army and participates in the Annual Walk for Breast Cancer to honor his mother, a cancer survivor.

Insights

Real Estate

Thinking about buying another home? Here’s what to consider

June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
Family Legacy

How to pass down the family vacation home

June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Markets

Is deal activity on the rise? 3 signs we see now

June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.