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, 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
Markets and Economy
J.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read Now
Cybersecurity
Your house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
Markets and Economy
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read Now
Wealth Planning
Beware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read Now
Cybersecurity
Parents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
Fraud
Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Wealth Planning
Losing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now
Family Legacy
What to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
Markets and Economy
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read NowMarkets and Economy
J.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read NowCybersecurity
Your house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowMarkets and Economy
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowWealth Planning
Beware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowCybersecurity
Parents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowFraud
Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowWealth Planning
Losing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowFamily Legacy
What to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowMarkets and Economy
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now
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