
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

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The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
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May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
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May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
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May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
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May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
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