About Ian

Ian Finch is an Investment Associate at J.P. Morgan Wealth Management.

As a member of The McPhee Haggerty Ledoux Longmire Group, he helps high-net-worth individuals and their families, corporate executives and small business owners. Ian's responsibilities include developing goals-based wealth planning, private banking and lending services, and delivering an excellent client experience.

Ian grew up in Syracuse, New York, and graduated from SUNY Onondaga with a major in Finance. With five years of experience in financial services, he began his career at Chase Bank as a banker. He joined J.P. Morgan in 2021.

Now a resident of Boston for several years, Ian enjoys playing basketball and golf, hiking and traveling. He holds FINRA Series 6, 7 and 63 securities licenses.

Insights

Markets and Economy

A shortage of supply: The housing market explained

October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now
Markets and Economy

'Liberation Day' in retrospect: 6 things that surprised investors

October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read Now
Wealth Planning

Estate planning for Indigenous Americans

October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
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