Brian McCarthyBrian McCarthyLiquidity Specialist
About Brian
Brian McCarthy is a Vice President and Liquidity Specialist at J.P. Morgan Wealth Management, covering the Central Florida, South Florida and Texas Central South regions.
The Liquidity Specialists are a team of dedicated, experienced professionals who partner with advisors and their clients to understand liquidity needs and develop bespoke cash management strategies that can align with client goals.
In his role, Brian works closely with J.P. Morgan advisors and their teams to support clients as they consider cash positioning, near-term funding needs and the role liquidity may play within their broader wealth plans. He brings more than a decade of financial services experience and a disciplined, market-informed perspective. He has a background in sales and trading, with a primary focus on fixed income markets.
Brian joined J.P. Morgan in 2025 as a Liquidity Specialist, returning to the firm after previously serving as a fixed income trader from 2016 through 2023. His experience contributes to thoughtful discussions around market dynamics, liquidity structure and implementation considerations, helping advisors frame cash management conversations with clarity and context.
Brian earned a bachelor’s degree from Eastern Illinois University and holds the FINRA Series 7, 63 and 65 licenses. He lives in Chicago with his family and enjoys biking, playing basketball, cooking and traveling.
Insights
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
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The global rates repricing: will central banks actually hike?
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March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read Now
Stock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowThe global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowCommon financial milestones women experience throughout their lives
March 24, 2026Many 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 NowHow to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read NowFed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read NowStock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now