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

What’s on the horizon for the proposed House reconciliation bill?

May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Markets

What’s on the horizon for the new House reconciliation bill?

May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family Legacy

Family wealth services: Building in a more holistic approach to wealth management

May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
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