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
2024 • 2023 • 2022
Top Wealth Management Teams Best-In-State
2025 • 2024 • 2023
Top Wealth Advisors Best-In-State
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

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Investing

Paying with debt: How to leverage your investments

June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Real Estate

Thinking about buying another home? Here’s what to consider

June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
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