About McLane

McLane Cover is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

McLane uses a thoughtful and disciplined approach to create bespoke investment recommendations structured to reflect each client's specific goals, risk tolerance and investment preferences. These custom-tailored strategies consider all relevant asset classes and investment opportunities to help navigate diverse economic and market environments.

Over the course of his 35-plus-year professional investment career, McLane has managed portfolios that invested in public equity and debt securities, private equity, venture capital and startups. He joined J.P. Morgan from First Republic in 2023, and as an invaluable member of The Atwood Group, co-chairs the team's Investment Committee and serves as Head of Private Equity Research. McLane is also Portfolio Manager of The Atwood Group's Capital Appreciation equity strategy. Previous roles include his tenure as a Managing Director and Wealth Manager at First Republic Investment Management, where he was a member of the firm's Asset Allocation and Alternative Investment Committees.

Previously, McLane served as a Private Wealth Manager at Merrill Lynch, and as a Managing Director at both Citigroup Global Markets and Kidder Peabody and Co. He founded Mistral Capital Partners, serving as Chief Investment Officer, and was a consultant to Kohlberg, Kravis and Roberts (KKR).

McLane holds a B.S. in Finance and Investments from Babson College.

Active in his local community, McLane was Treasurer and Chair of the Investment Committee for Beacon Academy in Boston. He also volunteers with the Babson Coaching for Leadership and Teamwork Program.

Insights

Wealth Planning

Providing for your loved ones during your lifetime

December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook

December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts

December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
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