Quince (Richard) BroderickQuince (Richard) BroderickClient Associate
About Quince (Richard)
Quince Broderick is a Client Associate at J.P. Morgan Wealth Management.
Quince brings energy and enthusiasm to his role, helping clients simplify and streamline multiple aspects of their wealth. His areas of focus include new account onboarding, account administration, money movement, client inquiries, and special projects. Quince draws on a strong work ethic and an optimistic outlook, a combination that helps him contribute to clients' success and the team's smooth operations.
Clients look to Quince as a reliable problem-solver who is skilled in identifying appropriate resources, firm-wide. Quince, in turn, enjoys the opportunity to get to know clients well, offering an approach that is sensitive to their preferences and needs. He strives to deliver a precious commodity to clients—more time—so they can focus on their personal and professional priorities.
Prior to his current position, Quince served as a Client Service Associate with First Republic Private Wealth Management. He began his financial services career in 2021 with Brown Brothers Harriman in Boston, where he was a Fund Accountant. Quince earned his B.S. in Finance with a concentration in Philosophy from Fairfield University. He holds FINRA Series 7 and 66 securities licenses.
In his free time, Quince enjoys hiking and sailing.
Insights
Is it all one big AI trade?
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Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
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AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
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July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now