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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