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 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. 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® (CFP®) 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 works out six days a 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.
CEPA® and Certified Exit Planning Advisor® are registered trademarks owned by Exit Planning Institute.
Insights
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As 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
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As 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 NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now