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
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November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read NowWhat will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowJ.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read NowChanging your state of residence
November 21, 2025When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read Now3 key contrasts shaping market momentum
November 21, 2025AI, household trends and global trade are giving investors both reasons to feel optimistic and reasons to show caution.Read NowA loving gift: The ethical will
November 21, 2025While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowUnderstanding disability insurance
November 21, 2025Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read NowHow to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read NowDelayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read Now