Brian KelleherBrian Kelleher, CFP ®Vice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Brian
Brian Kelleher is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
In 2023, Brian joined the firm with his colleagues after working with them at First Republic, Merrill and UBS (where he interned in 2011). Brian also spent four years at Ballentine Partners, one of the top multi-family offices in the country where he specialized in working with ultra-high-net-worth founders and entrepreneurs.
In his role, Brian addresses the planning needs of C-suite executives, business owners and wealthy families, helping them navigate the complexities of illiquidity, execute M&A transactions, prepare for life-changing liquidity events, and create family and philanthropic legacies.
Oftentimes, he is the closest confidant of his clients (next to their spouse), acting as a sounding board for many of life's biggest financial decisions. He has a deep background and passion for financial planning and investments, and is a CERTIFIED FINANCIAL PLANNER® professional.
Growing up, Brian witnessed the result of his family investing too heavily in a single stock. Recognizing the importance of diversification and that he (and others) "don't know what they don't know," he set out to educate himself and pursue a career in which he could educate people and help them avoid common investment mistakes.
Brian graduated magna cum laude from Bentley University with two degrees in Corporate Finance and Accounting and Global Perspectives. He stays actively involved with his alma mater, volunteering on multiple boards and serves as the chairman for the FOLD young alumni board.
A fitness enthusiast who resides in East Boston, Brian trains 6 days per week and has run three marathons, including two Boston Marathons in 2022 and 2023 with Tedy's Team – honoring his father who died unexpectedly of heart disease. (The team raises money for stroke and heart disease survivors and spreads awareness in the process.) Brian is also passionate about animals. He volunteers with NEADS as a weekend puppy sitter and helps to raise service dogs.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Your house may be spying on you. Save yourself.
November 15, 2024All 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
How did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read Now
What strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read Now
October 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read Now
How to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read Now
Should you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read Now
Losing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All 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 NowHow did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowWhat strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read NowOctober 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read NowHow to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowShould you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read NowLosing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now