Ryan FinneranRyan FinneranClient Associate
About Ryan
Ryan Finneran is a Client Associate at J.P. Morgan Wealth Management.
Ryan began his career at BNY Mellon, where he spent three years, most recently as a Senior Portfolio Analyst.
In his current role, Ryan handles clients' transactional, account and administrative needs. In addition to performing day-to-day cash movement and responding to more urgent requests, he assists his colleagues in rebalancing client portfolios, with an eye toward mitigating capital gains. More than anything, Ryan relishes time spent interacting with clients—allowing him to bring context to the technical aspects of his job.
Ryan holds a B.B.A. with a focus on accounting and entrepreneurship from Northeastern University. He grew up in Scituate and attended Thayer Academy in Braintree. A loyal fan of Boston's teams, Ryan resides in Beantown and enjoys spending time with family and friends
Insights
Markets
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Markets
The bull side, the bear side and the reality
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March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read NowWealth Planning
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read NowInvesting
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read NowBanking
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read NowWealth Planning
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowInvesting
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowOutlook
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowInvesting
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read NowMarkets
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
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