Meghan HaggertyMeghan Haggerty
Executive Director
Wealth Partner

"I am focused on helping my clients develop sound wealth management plans predicated on informed choices within the kaleidoscope of opportunities available."

About Meghan

Meghan Haggerty is an Executive Director and Wealth Partner at J.P. Morgan Wealth Management. Prior to joining the firm, Meghan was Director of Corporate and Venture Capital Services at Leerink Partners, a boutique investment bank focused on the Life Science industry.

Meghan has over 20 years of experience helping corporate and venture capital clients develop tailored pre- and post-IPO and M&A strategies. She is skilled at identifying sophisticated, tax-efficient planning approaches for holding and investing wealth, with specific experience in advising public and private company executives on 10b5(1) trading plans, Rule 144 and large block trading, hedging and monetization strategies.

While each investor is unique, certain patterns and truths are universal. Meghan reminds her clients that during the 200 years that J.P. Morgan has been advising wealthy clients, the firm has had the privilege of assisting investors in every phase of their lives and through all market conditions. Meghan leverages J.P. Morgan's exceptional breadth of wealth management services. These include restricted stock, RSU and employee stock option planning, investment specialists, tax planning, estate transfer and opportunistic strategies in both the public and private markets.



Today’s U.S. real estate dilemma: Buy, build, sell now—or wait?

September 15, 2022Where the property is located may be critical in the next one to two years. We find significant disparities in short-term, potential price drops among major metro areas.Read Now

Big market swings are tough, but staying invested is crucial 

September 15, 2022Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping investors weather the storm.Read Now

Market Thoughts: Today’s key investor question is, “What’s in the price?”

September 14, 2022A hard landing isn’t reflected in market pricing, the rally is fragile and global inflation is still too high. We expect the Fed to keep fighting.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.