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
Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
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 NowAre we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?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 Now