About Greg

Greg McGee, CFP®, is a Vice President and Investment Associate at J.P. Morgan Wealth Management.

Greg is a member of The Hill Group, a team of highly experienced investment and wealth planning professionals who provide financial guidance to a select number of executives, founders and foundations. He leverages the breadth of J.P. Morgan's extensive platform to customize appropriate strategies for specific client needs.

With over 10 years of experience in financial services, Greg began his career with Brown Brothers Harriman in Boston and joined J.P. Morgan in 2013. He earned his M.B.A. with High Honors from Boston University and holds a B.A. in Political Science and Spanish from Boston College.

Greg currently lives in Arlington, Massachusetts, with his wife and two young children. Outside of work, he enjoys spending time with family and friends, traveling, and trying new restaurants in Boston.

He holds FINRA Series 7 and 66 securities licenses.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Cybersecurity

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June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
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Managing stock-based compensation in private companies

June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now
Business Planning

Incentive stock options and the AMT

June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
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