Brian KelleherBrian Kelleher, CFP®, CEPA®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 multifamily offices in the country where he specialized in working with ultrahigh-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. For clients contemplating a transaction event, he draws on his background as a Certified Exit Planning Advisor (CEPA®) to help optimize the value of these one-time opportunities.
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 was recently named to the Global Alumni Board.
A fitness enthusiast who resides in East Boston, Brian works out six days a week and has run five marathons, including two Boston Marathons in 2022 and 2023, the 2024 New York Marathon and 2026 London Marathon 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.
CEPA® and Certified Exit Planning Advisor® are registered trademarks owned by Exit Planning Institute.
Insights
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
The 2026 US labor market is ‘not collapsing’: Jobs, unemployment, wage growth and hiring trends so far
July 14, 2026Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.Read Now
2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowThe 2026 US labor market is ‘not collapsing’: Jobs, unemployment, wage growth and hiring trends so far
July 14, 2026Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now