John McPheeJohn McPhee
Managing Director
Wealth Partner

"I provide customized investment and wealth planning strategies to high-net-worth individuals, corporations, small business owners, charitable organizations and family foundations."

Awards and Industry Recognition

Forbes

America’s Top Wealth Management Teams
2022
Top Wealth Management Teams Best-In-State
2023

About John

John McPhee is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

John is a founding member of The McPhee Haggerty Ledoux Longmire Group and focuses on providing wealth management and liquidity strategies for corporate and venture clients.

John has more than 25 years of experience in the financial services industry and joined J.P. Morgan after a 17-year career at Leerink Partners, a dedicated healthcare investment banking firm. During that time, he was a Senior Managing Director working across multiple verticals of the firm, including head of the firm's wealth management, corporate and venture service group. John was also instrumental in launching the firm's middle market institutional sales and trading division.

A graduate of Bentley University, John holds a B.S. in Finance. He resides in Milton, Massachusetts with his wife, Eleicea, his daughter, Blake, and son, James. John remains active in his community by working with the Big Brothers Big Sisters organization, the National Braille Press, and the James McPhee Foundation. In his spare time, he is an avid fisherman and coach for his kids' athletic teams.

Insights

Retirement

The SECURE Act 2.0: Saving for retirement could be easier

January 29, 2023The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
Investing

5 facts for investors to consider

January 26, 2023Bond market boom. Housing finding a footing. Europe’s surprise strength. Here are a few compelling market moments for the week.Read Now
Investing

Debt ceiling drama: What you need to know

January 19, 2023Increased volatility could follow as policymakers work on a deal. Meanwhile, keep the focus on your long-term investment plan.Read Now
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