Brendan YorkBrendan YorkManaging DirectorWealth Partner
About Brendan
Brendan York is a Managing Director and Wealth Partner 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
Markets and Economy
Why the U.S. economy and S&P 500 are diverging
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Investing
The impact of holding a concentrated stock position
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Retirement
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Retirement
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Investing
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Markets and Economy
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Markets and Economy
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
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Family Legacy
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October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowMarkets and Economy
Why the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read NowInvesting
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowRetirement
Health care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowRetirement
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read NowFamily Legacy
3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read NowInvesting
Preserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowMarkets and Economy
How policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowMarkets and Economy
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowFamily Legacy
How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now
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