Cathleen E. ConnorsCathleen E. ConnorsSenior Client Associate
LinkedInAbout Cathleen
Cathleen E. Connors is a Senior Client Associate with J.P. Morgan Wealth Management. As a member of Fagan & Boshart Wealth Management, she supports the team in providing investment services to a variety of clients, including high-net-worth individuals and their families, family offices and institutions. Cathleen is focused on providing a superior client service experience for her clients, and is responsible for reporting, onboarding new accounts, trading, account maintenance, operations and business development efforts. She is dedicated to ensuring that her clients and the team have accurate and timely information to guide their investment decisions. In an industry where markets can be unpredictable, Cathleen's clients rely on her diligence in providing a consistent, excellent service experience.
Cathleen graduated from the Carroll School of Management at Boston College with a B.S. in Management, specifically with a concentration in Finance and Marketing. With five years of experience in financial services, she began her career in 2013 at Eaton Vance as a Mutual Fund Services Representative, was promoted to be an Internal Wholesaler at Eaton Vance in 2014, and in 2015 moved to Goldman Sachs & Co., where she was a Senior Analyst in the Private Wealth Management portion of the Investment Management Division. Cathleen joined J.P. Morgan in 2017. She holds FINRA Series 7, 63 and 66 licenses.
Active in her community, Cathleen is on the Boston Young Leaders board of The Ireland Funds America, an organization whose mission is to harness the power of a global philanthropic network of friends of Ireland to promote and support peace, culture, education and community development across the island of Ireland and among Irish communities around the world. She is also an active member of the Rivers School Alumni Council, where she graduated from in 2009. Cathleen lives in Beacon Hill, and in her free time enjoys traveling, spending time with family, reading and running.
Insights
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now