John McPheeJohn McPheeManaging DirectorWealth Partner
"I provide customized investment and wealth planning strategies to high-net-worth individuals, corporations, small business owners, charitable organizations and family foundations."
LinkedInAwards and Industry Recognition
Forbes
America’s Top Wealth Management Teams
2024 • 2023 • 2022
Top Wealth Management Teams Best-In-State
2025 • 2024 • 2023
Top Wealth Advisors Best-In-State
2024
About John
John McPhee is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
John is a founding member of The McPhee Haggerty Ledoux Longmire Group and focuses on providing wealth management and liquidity strategies for corporate and venture clients.
John has more than 25 years of experience in the financial services industry and joined J.P. Morgan after a 17-year career at Leerink Partners, a dedicated healthcare investment banking firm. During that time, he was a Senior Managing Director working across multiple verticals of the firm, including head of the firm's wealth management, corporate and venture service group. John was also instrumental in launching the firm's middle market institutional sales and trading division.
A graduate of Bentley University, John holds a B.S. in Finance. He resides in Milton, Massachusetts with his wife, Eleicea, his daughter, Blake, and son, James. John remains active in his community by working with the Big Brothers Big Sisters organization, the National Braille Press, and the James McPhee Foundation. In his spare time, he is an avid fisherman and coach for his kids' athletic teams.
Insights
Outlook
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
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Retirement
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Wealth Planning
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read NowOutlook
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowMarkets
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read NowBusiness
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowRetirement
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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