Brendan YorkBrendan YorkManaging DirectorWealth Advisor
About Brendan
Brendan York is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
As a valued member of The Atwood Group, Brendan is responsible for client outreach, relationship management and investment analysis. He advises a select group of clients, helping them pursue their long-term objectives through an integrated suite of strategies, tactics and services.
Brendan moved to J.P. Morgan with his team in 2023 following five years as a Managing Director and Private Wealth Manager at First Republic. Previously, he was a Senior Vice President and Private Wealth Advisor for the Atwood Group within Merrill Lynch's Private Banking and Investment Group. Brendan joined the team in 2005 from his role as an Analyst at Atlantic Trust Pell Rudman, where he supported its investment management processes. He began his career in 1997 with the Gillette Company, spending seven years developing his skills in finance and management.
Brendan earned a B.A. in Business from the University of Notre Dame and an M.B.A. from the Carroll School of Management at Boston College.
Insights
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