About Ian

Ian Finch is a Client Associate with J.P. Morgan Wealth Management. As a member of The McPhee Haggerty Ledoux Longmire Group, Ian provides operational support for high-net-worth individuals and institutions. Ian’s responsibilities include addressing inquiries, onboarding procedures, and executing trades. He works diligently to deliver an excellent customer experience. Ian grew up in Syracuse, New York and graduated from SUNY Onondaga with a major in Finance. With five years of experience in financial services, he began his career at Chase Bank as a banker. He joined J.P. Morgan in 2021. Now a resident of Boston for several years, Ian enjoys playing basketball and golf, hiking, and traveling. He holds FINRA Series 6, 7 and 63 securities licenses.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
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