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

Business Planning

Why cash flow forecasting and succession planning matter

April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Markets

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
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