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, ensuring their dayto-day financial needs are met. His focus includes client transactions, client onboarding and research distribution. In his forward-facing role, he is a dedicated resource for all client concerns.

Brian has long been intrigued by markets and began to chart his course in wealth management while attending Trinity College. There, Brian earned a B.A. in Economics and served as the Head of the Portfolio Management team for the Student Investment Fund. He brings that same passion to his role with the team, all for each client's benefit.

Prior to Trinity, Brian attended Middlesex School where he played both hockey and golf. Born and raised in South Boston, Brian remains active in his community, volunteering as a coach for South Boston Youth Hockey. In his free time, he enjoys golfing on Cape Cod and cheering on his hometown Bruins.

Insights

Business Planning

Business succession planning: Building an effective team

June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Investing

Where to invest cash to boost its yield

May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.