Steven MenardSteven MenardInvestment Associate
LinkedInAbout 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
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August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
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July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
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