Brian ClohertyBrian ClohertyClient Associate
About Brian
Brian Cloherty is a Client Associate at J.P. Morgan Wealth Management.
As a member of Fagan, Boshart & Trumbull Wealth Management, Brian provides investment services and support for individuals and families, helping ensure their day-to-day financial needs are met with accuracy and responsiveness. His focus includes client transactions, client onboarding, and research distribution. In his client-facing role, Brian serves as a reliable point of contact and is dedicated to addressing client needs efficiently and thoughtfully.
Brian has long been intrigued by financial markets and began to chart his course in wealth management while attending Trinity College. There, he earned a B.A. in Economics and served as Head of the Portfolio Management team for the Student Investment Fund. He brings that same focus and energy to his work with the team in support of each client’s goals. Prior to Trinity, Brian graduated from Middlesex School in Concord, MA.
Born and raised in South Boston, Brian remains active in his community and volunteers as a coach for South Boston Youth Hockey. Brian is an avid runner and completed the Boston Marathon in both 2025 & 2026 and is an annual participant in the Falmouth Road Race. In his free time, he enjoys golfing on Cape Cod and cheering on his hometown Bruins.
Insights
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September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read NowStep-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read NowLiquidity is a step Great Wealth Transfer plans can miss
September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read Now$100 oil isn’t as scary as it used to be
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September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read Now