John McPhee Advisor Headshot image

John McPheeJohn McPhee
Managing Director
Wealth Partner

"I provide customized investment and wealth planning strategies to high-net-worth individuals, corporations, small business owners, charitable organizations and family foundations."

Awards and Industry Recognition

Forbes

America’s Top Wealth Management Teams
2025 • 2024 • 2023 • 2022
Top Wealth Management Teams Best-In-State
2026 • 2025 • 2024 • 2023
Top Wealth Advisors Best-In-State
2026 • 2025 • 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

Markets and Economy

If the shock doesn’t stick: Mapping out de-escalation

May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read Now
Select this article to learn more about our latest insights
Wealth Planning

What is a living trust?

May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Investing

What motivates borrowers to leverage different lines of credit?

May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read Now
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