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
Investing
Unpacking the case for inclusivity in your portfolio
September 25, 2024Clients are asking what inclusive investing really means within their investment portfolios, and what integrating these considerations can deliver.Read Now
Markets
Rate cut breakdown: What you need to know now
September 20, 2024We examine the Fed's historic move and what it could mean for your portfolio.Read Now
Outlook
September 2024 Fed meeting: Fed cuts rates by half point to support economy
September 19, 2024The Federal Reserve lowered interest rates for the first time in four years, thanks to welcome progress on its dual goals of restoring price stability and achieving maximum employment.Read Now
Wealth Planning
7 strategies to consider before year-end
September 18, 2024As the year comes to a close, here are seven strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Wealth Planning
Three ways you can amplify your impact as a donor
September 17, 2024We’ve collected top actions donors are taking.Read Now
Markets
How did the markets respond to the U.S. Presidential debate?
September 13, 2024We examine shifts in U.S. election odds and financial markets after the first Trump–Harris meeting.Read Now
Business
Business succession planning: Valuing your business
September 12, 2024Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Outlook
August 2024 CPI Report: Inflation cooled, edging closer to the Fed's target
September 12, 2024The August 2024 CPI report moderated to 2.5% year-over-year, cementing the likelihood that the Fed will begin cutting rates next week.Read Now
Wealth Planning
Retirement and estate planning for unmarried couples
September 12, 2024Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowInvesting
Unpacking the case for inclusivity in your portfolio
September 25, 2024Clients are asking what inclusive investing really means within their investment portfolios, and what integrating these considerations can deliver.Read NowMarkets
Rate cut breakdown: What you need to know now
September 20, 2024We examine the Fed's historic move and what it could mean for your portfolio.Read NowOutlook
September 2024 Fed meeting: Fed cuts rates by half point to support economy
September 19, 2024The Federal Reserve lowered interest rates for the first time in four years, thanks to welcome progress on its dual goals of restoring price stability and achieving maximum employment.Read NowWealth Planning
7 strategies to consider before year-end
September 18, 2024As the year comes to a close, here are seven strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowWealth Planning
Three ways you can amplify your impact as a donor
September 17, 2024We’ve collected top actions donors are taking.Read NowMarkets
How did the markets respond to the U.S. Presidential debate?
September 13, 2024We examine shifts in U.S. election odds and financial markets after the first Trump–Harris meeting.Read NowBusiness
Business succession planning: Valuing your business
September 12, 2024Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowOutlook
August 2024 CPI Report: Inflation cooled, edging closer to the Fed's target
September 12, 2024The August 2024 CPI report moderated to 2.5% year-over-year, cementing the likelihood that the Fed will begin cutting rates next week.Read NowWealth Planning
Retirement and estate planning for unmarried couples
September 12, 2024Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.